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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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534 results found

  1. Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required

    2 votes

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  2. Remove stripes from fields using conditional logic

    2 votes

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  3. autofill date field with sending date/date sent

    2 votes

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  4. 2 votes

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  5. Card details field - option to add more fields to fill in additional card information

    2 votes

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  6. The ability to link fields from different documents together.

    2 votes

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  7. Make the document auto-numbering per client basis:

    Ideally, we would want our templates to be aware of the 2nd sequence across all templates. So if we used Template A for a SOW today, it would show SOW 1. If we used Template B for a SOW tomorrow, it would know customer already had SOW 1 on another template.

    CustomerX first SOW to be SOW 1, their 2nd SOW to be SOW 2

    2 votes

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  8. Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    2 votes

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  9. Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement

    2 votes

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  10. 2 votes

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  11. Currently, based on the tab logic, focus navigates from top to bottom and left to right. However, it also accounts for the pixel height of the field. Therefore, if fields are misaligned, focus will jump to the higher field instead.

    2 votes

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  12. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    2 votes

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  13. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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  14. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    2 votes

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  15. Easier way to replace fields with same shape and size content blocks

    2 votes

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  16. place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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  17. If the text input is long, the recipient should be able to resize the field based on the input

    2 votes

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  18. automatically place fillable fields in documents and templates without drag and drop option

    2 votes

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  19. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  20. Different colors for dropdown items

    2 votes

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