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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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529 results found

  1. 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.

    3 votes

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  2. 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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  3. Ability to populate variables with fields' values.

    3 votes

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

    3 votes

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

    3 votes

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  6. word wrap option - Dropdown field

    3 votes

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  7. Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.

    3 votes

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  8. Ability to restrict field editing and placement on templates/ documents

    3 votes

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  9. currently, content blocks can only be adjusted manually from the cover page but it would be helpful if we can make the blocks adjustable through the other pages too.

    3 votes

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  10. automatically expanding while recipients type on it

    3 votes

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  11. bulk way to fill in variables from a Google Sheet

    3 votes

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  12. initials field - customization/personalized/modify

    3 votes

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  13. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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  14. Ability to update a signer without clearing all the fields.

    3 votes

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  15. Allow recipient to change information if it's incorrect from Saleforce variables.

    3 votes

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  16. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  17. Ability to fill in variables on the template level

    3 votes

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  18. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  19. The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.

    3 votes

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  20. Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page

    3 votes

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