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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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759 results found

  1. Table of Contents for all documents that are bundled as one document.

    1 vote

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  2. Automatically apply the signer's name to the document title upon doc completion

    2 votes

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  3. Ability to rename a content library when added to a bundled document

    2 votes

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  4. 2 votes

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  5. Ability to set default initials.

    1 vote

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  6. The ability to have blank values within the pricing table price column. i.e Rather than just a $0.00 for a blank value

    2 votes

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  7. I want to be able to group check box fields to require one checkbox to be selected in the group.

    Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

    You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

    We would like to make sure that the recipient does select at least one check box in the group before moving on.

    A…

    40 votes

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  8. Publishing / editing / hold mode for a master template - ability to pull a template out of production to make edits, restrict users from using the template while editing the template, notify the users that the template is being edited, and a notification that the template has gone live when published again

    1 vote

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  9. Make a link required

    1 vote

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  10. Option to remove PDF page break to download the page as a whole

    12 votes

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  11. add .webm file as a background

    1 vote

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  12. Add feature to create templates of fillable fields layout that can be applied to templates or documents

    1 vote

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  13. Ability to save whole document/contracts instead of per page only.

    2 votes

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  14. Ability to add content library items on top of uploaded pages

    2 votes

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  15. use math functions within the contract, for example, based on the date that the contract is created, the client's first payment will be due in 30 days

    2 votes

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  16. Ability to edit the formatting of text pulled in from HubSpot

    1 vote

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  17. Ability to simultaneously sign Document with several others at least 25 like Docusign has

    1 vote

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  18. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    27 votes

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  19. Option to have a button navigation in middle of page

    1 vote

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  20. To be able to use Smart Content with bulk send.

    6 votes

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