Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    6 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

    5 votes

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  3. For longer applications in PandaDoc it would be a better user experience if you could turn on tabbing to both required and optional fields.

    4 votes

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

    4 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  5. We need a variable for when a document is submitted to a receiver. For example. this date variable would be used in the cover letter or the agreement effective date. It would be populated with the date the document is sent to the recipient.

    The second date variable/field is Signature Date. This date would be populated with the date a person signs the document. This field would be associated with the signer of the document and populated automatically when they sign the document.

    3 votes

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  6. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  7. 2 votes

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  8. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    2 votes

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  9. Option to have no placeholder for fillable fields (leave blank)

    1 vote

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  10. This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.

    We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.

    1 vote

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  11. Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.

    1 vote

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  12. Have the option to remove/hide card details field for users to add to docs.

    1 vote

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    Idea  ·  0 comments  ·  Fields  ·  Admin →
    • Be sure to not have to change the date manually before generating a document via a template.
    1 vote

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  13. 1 vote

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