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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.

    62 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. For example, one signer has to take action twice (separately) within the same document. To demonstrate this example, here is the signing order: Signer 1 > Signer 2 > Signer 1 > Signer 3.
    Info/signatures are required from Signer 1 and 2 prior to Signer 1 being able to fill out their second portion of the document before Signer 3 receives it. I haven't had success in developing this yet, as I have been unable to successfully have one signer able to receive the document twice in the workflow.

    5 votes

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  3. Within the Signature Block, add a type property, with a new option of click-wrap, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and…

    9 votes

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  4. 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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  5. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    3 votes

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  6. A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

    5 votes

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  7. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    17 votes

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  8. Calculate a total for multiple fields. An example would be Field + Field = Total

    4 votes

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  9. The ability to add fields on footer such as text field or signature fields.

    3 votes

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  10. Change field background color

    4 votes

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  11. Ability to duplicate multiple fields at once

    8 votes

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  12. variable for current date

    3 votes

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  13. option to hide signature from other recipients

    2 votes

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  14. Allow empty value on radio button option

    2 votes

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  15. Ability to assign multiple users in 1 field

    2 votes

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

    2 votes

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  17. Option to anchor/lock fields position in order for it not be drag accidentally or misplaced it on a contact/documents ETC.

    3 votes

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  18. invisible signature with the same encryption but no visual representation

    2 votes

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  19. Auto fill repeating fields - signature and initials fields

    11 votes

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  20. a tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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