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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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518 results found

  1. We need to tab through variables quickly
    Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.

    4 votes

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  2. 4 votes

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  3. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    4 votes

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  4. 4 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    4 votes

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  5. ability to use pricing tables profit&margin variables

    4 votes

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  6. some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal

    4 votes

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  7. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    4 votes

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  8. 4 votes

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  9. 4 votes

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  10. Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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  11. 4 votes

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  12. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    3 votes

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  13. copy and paste fields/variables from one template to a new template

    3 votes

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  14. We want the document senders not to be able to send the document unless all the variables are filled out

    3 votes

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

    3 votes

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  16. Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    3 votes

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  17. Ability to populate variables with fields' values.

    3 votes

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  18. copy/paste feature for fields ( not duplicating or multiselect)

    3 votes

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

    3 votes

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