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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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452 results found

  1. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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  2. At the moment Fields' values are lost when a document is downloaded as .docx

    17 votes

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  3. Add order in which the recipient would be able to act on fields.

    17 votes

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  4. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    17 votes

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  5. Placeholder for checkbox field.

    16 votes

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  6. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    15 votes

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  7. option to setup a fillable field for date that will auto fill the date that the client opened the link

    15 votes

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  8. Increase file upload size limit

    15 votes

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  9. Collect files field has option to show the file, like in Ev1. attach files can be viewed

    14 votes

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  10. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    14 votes

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  11. 14 votes

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  12. ability to add items to dropdown field in bulk

    14 votes

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  13. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    13 votes

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  14. I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.

    13 votes

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  15. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    13 votes

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  16. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    13 votes

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  17. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    12 votes

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  18. Make the next button more clear when completing fields and signing the document

    12 votes

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  19. Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
    The content locking feature doesn't help.

    12 votes

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  20. Use excel to fill variables

    12 votes

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