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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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508 results found

  1. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  2. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    102 votes

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    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned!

  3. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    16 votes

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  4. ability to resize the fields to smaller without hiding the data in pdf

    7 votes

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  5. 1 vote

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  6. 2 votes

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

    2 votes

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  9. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    118 votes

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    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

  10. Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
    The content locking feature doesn't help.

    12 votes

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  11. option to setup a fillable field for date that will auto fill the date that the client opened the link

    15 votes

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  12. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    14 votes

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  13. An option to save custom variables / tokens to be used across templates.

    28 votes

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  14. Make it impossible to send a document if the required variables are not filled in

    12 votes

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  15. I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    7 votes

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  16. Add order in which the recipient would be able to act on fields.

    17 votes

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  17. 2 votes

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  18. Be able to see the document expiration date variable filled in document before sending

    8 votes

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  19. 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.

    3 votes

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  20. 4 votes

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