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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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299 results found

  1. 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.

    18 votes

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

    18 votes

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  3. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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  4. Drop-down field with the possibility of selecting several options.

    18 votes

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  5. 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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    • Add the ability to set different from black signature color.
    18 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

    17 votes

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  7. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    16 votes

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

    16 votes

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  9. 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

    16 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

    16 votes

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  11. Placeholder for checkbox field.

    16 votes

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

    15 votes

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  13. Use excel to fill variables

    15 votes

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  14. Automatically align selected fields

    14 votes

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  15. availability to set some fields as "not required" by default

    14 votes

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  16. 14 votes

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  17. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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  18. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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  19. Assign custom fields to columns in the Price Table

    13 votes

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