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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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322 results found

  1. My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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  2. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    7 votes

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  3. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    7 votes

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  4. fillable fields for internal use only - hide fields from customers or recipients

    7 votes

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  5. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    7 votes

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  6. remove all required fields at once

    7 votes

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  7. Ability to have a text field attached next to radio buttons.

    7 votes

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  8. download signature only from the document

    7 votes

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  9. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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  10. replace a particular variable from all my templates all at once

    7 votes

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  11. Simplify the process of pulling fields when there are many to be added.

    7 votes

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  12. It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    7 votes

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  13. It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    7 votes

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  14. ZIP code UK format or International in the Text Field

    7 votes

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  15. I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    7 votes

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  16. 7 votes

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  17. Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    7 votes

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  18. 7 votes

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  19. 7 votes

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  20. page number variables ev2

    7 votes

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