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  1. Fields move automatically with text blocks: link fields to blocks

    139 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    An error occurred while saving the comment
    Adele Ireton commented  · 

    We should be able to place fillable fields as if they are "part of the text" so that any automatic formatting adjustments that happen as you add or remove text to other parts of the document the fillable fields would also adjust appropriately, instead of floating above the text in space.

    Adele Ireton supported this idea  · 

  2. Turn off auto fields snap / auto-aligning fields (workaround in comments)

    96 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    Released  ·  Ellina Redvanova responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

    Adele Ireton supported this idea  · 

  3. Send documents with unassigned fields: No need to assign fields

    68 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Adele Ireton supported this idea  · 
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    Adele Ireton commented  · 

    This is critical to our needs. We need the ability to send a document to 1 client, have that client fill out the majority of the fields in the document, and then forward the document to someone else within that client's company (who's contact information we may not have) for the final signature on the document.