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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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534 results found

  1. Allow recipient to change information if it's incorrect from Saleforce variables.

    3 votes

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  2. Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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  3. 2 votes

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  4. 1 vote

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  5. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  6. Ability to fill in variables on the template level

    3 votes

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  7. fillable fields for internal use only - hide fields from customers or recipients

    7 votes

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  8. It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.

    1 vote

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  9. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  10. The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.

    3 votes

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  11. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    4 votes

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  12. Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page

    3 votes

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  13. Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    3 votes

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  14. The ability to change the properties of fields for all documents, i.e. the "require" option for recipients

    4 votes

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  15. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    5 votes

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  16. Drag radio buttons from one page to another (for options that are one page long each)

    7 votes

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  17. The option to see how many fields were assigned to a specific recipient.

    1 vote

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  18. When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.

    3 votes

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  19. 1 vote

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  20. Ability to add a checkbox without the need to assigning a role.

    1 vote

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