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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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  2. Set multiline text settings for fields in bulk

    5 votes

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  3. After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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  4. 5 votes

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  5. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  6. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    4 votes

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  7. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    4 votes

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  8. Download the PDF with the assignee information beside the fillable fields

    4 votes

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  9. The variables could also have the option to be placed with drag & drop as content blocks are.

    4 votes

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  10. 4 votes

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  11. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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  12. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    4 votes

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  13. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  14. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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  15. 4 votes

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  16. I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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  17. We need to tab through variables quickly
    Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.

    4 votes

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  18. 4 votes

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  19. 4 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    4 votes

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