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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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538 results found

  1. It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?

    1 vote

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  2. The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated

    2 votes

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  3. Use same fields in different field conditions

    2 votes

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  4. In Auto-place PDF form fields fields - allow the ability to select only specific form fields to populate in the uploaded PDF in PandaDoc

    2 votes

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  5. Support images in variables. Option to have variables for images

    3 votes

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  6. 8 votes

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  7. Link two text fields so text continues from one field to another

    2 votes

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  8. Add a condition or schedule to when the fields need to be completed.

    ''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''

    1 vote

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  9. Group a set of fields and require the recipient to fill in one

    2 votes

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  10. The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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  11. Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.

    2 votes

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  12. Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.

    3 votes

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  13. Automatically apply sender signature upon sending

    8 votes

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  14. 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

    5 votes

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  15. Automatically set quantity at 0 instead of 1 when adding products from the catalog

    2 votes

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  16. Ability to add a button/field to the document that goes to a web page

    1 vote

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  17. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    5 votes

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  18. Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token

    2 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!

  19. Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:

    1. You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
    2. You also have a CLI, that also has some date fields that you want to link to the fields in the original document.

    3. Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…

    2 votes

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  20. We love the idea that a client can select a variety of Products, and the pricing table can accommodate it. We want to add a feature that a client can also select payment terms which potentially could influence price.

    For the time being, we have added this set of radio buttons and an invitation to get in touch.

    1 vote

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