Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Sync Collect Files field in Dropbox

    1 vote

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  2. I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.

    About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…

    1 vote

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  3. In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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  4. For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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  5. 1 vote

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  6. Option to have no spaces on number/text field

    1 vote

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  7. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    1 vote

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  8. 1 vote

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  9. I wish I could create a doc with 2 signatures but have only 1 signer completed all required fields without allocating them, so one signer can complete fields, then both sign

    1 vote

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  10. Signature time field

    1 vote

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  11. Option to change placeholder text in field blocks permanently

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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Pricing table "enable quantity editing" set as required field

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  16. Forms can be uploaded as a static document, without signing/sending features.

    1 vote

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  17. 1 vote

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  18. Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.

    1 vote

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  19. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    1 vote

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  20. It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:

    Favorite Color
    - blue
    - green
    - yellow
    - red
    - ENTER-YOUR-OWN-VALUE -

    ... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.

    1 vote

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