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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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530 results found

  1. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  2. Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    https://pandadoc.zendesk.com/agent/tickets/366178

    1 vote

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  3. Ability to have a text field attached next to radio buttons.

    7 votes

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  4. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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  5. 2 votes

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  6. 5 votes

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  7. download signature only from the document

    7 votes

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  8. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    9 votes

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  9. Ability to set a default value of a space for custom variables?

    2 votes

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  10. 5 votes

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  11. 1 vote

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  12. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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  13. Want to delete all instances of a variable in 1 click instead of removing them all manually.

    1 vote

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  14. In case the signature is put in the draft document, it should disappear if the duplicate is created..

    If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.

    3 votes

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  15. 4 votes

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  16. change custom variable format

    7 votes

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  17. 5 votes

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  18. I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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  19. 5 votes

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  20. You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.

    1 vote

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