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

    98 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hello, 

    We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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

    56 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on our roadmap and should be available in one of our upcoming releases.

    We will be communicating it through our product newsletter, via an alert inside PandaDoc. and here in our idea portal.

    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.