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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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530 results found

  1. Reset signature field even if it was set before document is sent.

    1 vote

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  2. ability to use *** as a placeholder.

    1 vote

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  3. At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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  4. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  5. Some documents that I send require a lot of check marks - and some fields are optional. I would love to be able to allow a signer to add and remove fields and they see fit!

    Thank you :)

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. An option to add in the forms a click to download a document.
    Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.

    1 vote

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  12. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  13. 1 vote

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  14. Make sure uploaded images to the collect files field are clear/not blurry and easy to read. Use case: If recipient uploads a QR code, if it's too blurry the customer cannot use the image that was uploaded.

    1 vote

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  15. We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.

    NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.

    "Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."

    1 vote

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  16. 1 vote

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  17. Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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  18. 1 vote

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  19. "My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
    From: info@steuern-schuster.de

    1 vote

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  20. Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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