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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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299 results found

  1. When uploading a PDF document as a template improve field recognition.

    10 votes

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  2. Be able to see the document expiration date variable filled in document before sending

    10 votes

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  3. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  4. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    10 votes

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

    9 votes

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  6. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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  7. Signature cannot be placed until all required fields are completed

    9 votes

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  8. I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.

    For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.

    I can either:
    a) make a Variable with no dropdown option, or
    b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…

    9 votes

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  9. Add the ability to make a field read only

    9 votes

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  10. 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

    9 votes

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  11. 9 votes

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  12. optional items for a dropdown field

    9 votes

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  13. 9 votes

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

    8 votes

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  15. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    8 votes

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  16. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    8 votes

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  17. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    8 votes

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  18. change custom variable format

    8 votes

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  19. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    8 votes

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  20. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    8 votes

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