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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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548 results found

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

    8 votes

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  3. 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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  4. "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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  5. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  6. Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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  7. My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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  8. Smart content: ability to add into the footer

    7 votes

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  9. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    7 votes

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  10. Ability to restrict field editing and placement on templates/ documents

    7 votes

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  11. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    7 votes

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  12. remove all required fields at once

    7 votes

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  13. Ability to have a text field attached next to radio buttons.

    7 votes

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  14. download signature only from the document

    7 votes

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  15. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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  16. replace a particular variable from all my templates all at once

    7 votes

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  17. Simplify the process of pulling fields when there are many to be added.

    7 votes

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  18. It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    7 votes

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  19. 7 votes

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  20. ZIP code UK format or International in the Text Field

    7 votes

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