Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Check the Box will make the text field next to it as a requirement.

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  2. A system variable for "today's date" -- populates on load of the doc. if multiple signers, it populates on each load of the doc.

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  3. Select a group of Checkbox fields, and make them into one group. Then, Recipient can only select one Checkbox field in the entire group. Docusign has this feature and makes it easy for Recipients to avoid errors on state forms where Checkboxes are needed - https://support.docusign.com/en/guides/ndse-user-guide-checkbox-fields

    1 vote

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  4. We have a client from Canada where their postal code have letters. However the field selected as postal code, only allows numbers, would be nice to have a third option(USA, USA +4 and a new one USA +4 and letters)

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  5. Files can be drag and dropped into a collect files field

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  6. Forms can be uploaded as a static document, without signing/sending features.

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  7. 1 vote

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  8. A single row table would be very helpfull for a sum on a quate

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  9. 1 vote

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  10. Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.

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  11. 1 vote

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  12. Some forms have a YES or NO box and I don't want the client to be able to miss one, and I cannot require that both be checked. Being able to require 1 of 2 boxes, or 2 of 4 boxes, just for example, would be helpful.
    Example: Male vs Female (I know there are more options now, but the form I have to use only has this)
    Medical forms with YES or NO required for each question.

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  13. It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    1 vote

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  14. The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.

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  15. 1 vote

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  16. It would be great to allow for the following when using document automation fields based on PD Contacts:

    If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.

    1 vote

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  17. It's such a nice feature which PandaDoc can add text fields automatically to uploaded files, however the default font is set to 6, which is way too small for regular documents use. The normal font size for all my documents are 12. Changing the font size individually involves readjusting the size and position of the field so it creates a lot of work. I dropped using this feature because of that. Hope there's a way to adjust this.

    1 vote

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  18. It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

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  19. A one-click sign all button

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  20. An ability to add decimals in the "Numbers only" text field

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