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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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572 results found

  1. 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

    3 votes

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  2. 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.

    3 votes

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  3. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    3 votes

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  4. 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…

    3 votes

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  5. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  6. 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.

    3 votes

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  7. Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    3 votes

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

    3 votes

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

    3 votes

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  10. We would like to be able to add specific styles depending on the variable's value. For example, if the risk exists, it should be displayed in red; if the risk does not exist, it should be displayed in green (an example template is attached)

    3 votes

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  11. copy/paste feature for fields ( not duplicating or multiselect)

    3 votes

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  12. 3 votes

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  13. 3 votes

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  14. word wrap option - Dropdown field

    3 votes

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  15. Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.

    3 votes

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  16. Automatically add variables to a newly created template

    3 votes

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  17. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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  18. We would like to mark checkboxes automatically based on a variable value

    3 votes

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  19. bulk way to fill in variables from a Google Sheet

    3 votes

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  20. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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