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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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530 results found

  1. lock down these variables so they cannot be edited within PandaDoc

    8 votes

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  2. ability to use *** as a placeholder.

    1 vote

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  3. Conditional fields for content library

    28 votes

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

    7 votes

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  5. At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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  6. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  7. The variables could also have the option to be placed with drag & drop as content blocks are.

    4 votes

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  8. For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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  9. 4 votes

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  10. Set a date range for recipients to choose from on date fields

    3 votes

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  11. It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.

    2 votes

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

    7 votes

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  13. Some documents that I send require a lot of check marks - and some fields are optional. I would love to be able to allow a signer to add and remove fields and they see fit!

    Thank you :)

    1 vote

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  14. 2 votes

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  15. 1 vote

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  16. 1 vote

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  17. Set up checkboxes with logic to select at least one for W9 forms.

    "Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"

    5 votes

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  18. Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.

    2 votes

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  19. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    15 votes

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  20. To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.

    2 votes

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