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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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536 results found

  1. When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.

    1 vote

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  2. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    2 votes

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  3. Have an option to manually set the date field and make it uneditable.

    1 vote

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  4. Ability to duplicate multiple fields at once

    8 votes

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  5. Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.

    2 votes

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  6. Ability to input variables whenever an uploaded PDF file in template/document creation.

    1 vote

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  7. Ability to create variable groups instead of all of the custom variables going into the Custom group

    2 votes

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  8. 1 vote

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  9. to put a check box on a form, that when the check box is selected, it will require a signature.

    1 vote

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  10. Option to make address required when the client puts the credit card info into Card details field

    1 vote

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  11. option to add multiple recipients for a fillable field

    4 votes

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  12. variable for a line item total

    2 votes

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  13. We would like to mark checkboxes automatically based on a variable value

    2 votes

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  14. In case the client enters a credit card number that's incorrect, be able to validate it.

    4 votes

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  15. The Ability to change fields across the entire workspace, which would affect all templates with that particular field.

    i.e change the field ID across all templates

    2 votes

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  16. Conditional rule can be set up on date field

    2 votes

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  17. The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)

    5 votes

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  18. If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.

    Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.

    2 votes

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  19. 1 vote

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  20. 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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