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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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518 results found

  1. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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  2. The customer would like to set fields as mandatory or not based on the answers provided in other fields.

    1 vote

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  3. We are attempting to create a document to sign, the TFN form is a good example, the issue is the boxes dont line up the way we want them to. We want boxes to be typed in individually but it does not seem panda dox can do this?

    1 vote

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  4. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  5. This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!

    1 vote

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  6. 1 vote

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  7. place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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  8. 1 vote

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  9. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  10. The ability to lock fillable fields into place i.e checkboxes

    2 votes

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  11. Conditional fields for content library

    26 votes

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  12. 1 vote

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  13. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    11 votes

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  14. Conditional fields - automatically fill out the value of another field

    3 votes

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  15. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    3 votes

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  16. Customer would like to have the ability to maintain the placement of the variables when they change the page of a file

    1 vote

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  17. several rules for 1 drop box

    1 vote

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  18. 1 vote

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  19. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    1 vote

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  20. 2 votes

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