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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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537 results found

  1. 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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  2. 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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  3. 9 votes

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  4. 9 votes

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

    9 votes

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  6. optional items for a dropdown field

    9 votes

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  7. 8 votes

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  8. Automatically apply sender signature upon sending

    8 votes

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  9. 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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  10. 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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  11. 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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  12. 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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  13. change custom variable format

    8 votes

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  14. Having currency as one of the options for the field validation (email, phone number, social, etc.)

    8 votes

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  15. Add the ability to make a field read only

    8 votes

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  16. ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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  17. 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!

    8 votes

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

    8 votes

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

    8 votes

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  20. "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    8 votes

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