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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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530 results found

  1. After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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  2. 5 votes

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  3. Change field background color

    4 votes

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  4. We need multiple levels of conditional fields, but currently there is only one. Meaning if a set of radio buttons is required based on a selection of radio buttons, those secondary radio buttons cannot themselves require additional fields. There are many documents with this kind of layering so it's important. For example, many financial institutions have complicated forms where we have to select one option and then within that option we have to select one option and within that option we have to enter information into fields.

    4 votes

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

    4 votes

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

    4 votes

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  8. 4 votes

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  9. option to add multiple recipients for a fillable field

    4 votes

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

    4 votes

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  11. Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.

    4 votes

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  12. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  13. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

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

    4 votes

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  16. Download the PDF with the assignee information beside the fillable fields

    4 votes

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

    4 votes

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  18. 4 votes

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  19. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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  20. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    4 votes

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