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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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534 results found

  1. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    23 votes

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  2. The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.

    2 votes

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  3. We need multiple levels of conditional fields, but currently there is only one. Meaning if a set of radio buttons is required based on a selection of radio buttons, those secondary radio buttons cannot themselves require additional fields. There are many documents with this kind of layering so it's important. For example, many financial institutions have complicated forms where we have to select one option and then within that option we have to select one option and within that option we have to enter information into fields.

    6 votes

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  4. Conditionals based on the document status

    2 votes

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  5. automate the fillable fields to mark it as required or not or make the fields only mandatory if there is a contact

    1 vote

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  6. Customer would like to have an option to delete all info on the fields all at once.

    2 votes

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  7. Example: Ability to link a checkbox field to a text field.

    1 vote

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  8. Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    2 votes

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  9. Option to copy and paste fields/variables from one template to a new template

    4 votes

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  10. Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required

    2 votes

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  11. Remove stripes from fields using conditional logic

    2 votes

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  12. We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.

    1 vote

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  13. autofill date field with sending date/date sent

    2 votes

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

    5 votes

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  15. Ability to have a variable for the current date

    5 votes

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  16. when uploading a document with form fields, make the fields require

    2 votes

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  17. 2 votes

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  18. Card details field - option to add more fields to fill in additional card information

    2 votes

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  19. Automatically apply sender signature upon sending

    4 votes

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  20. The ability to link fields from different documents together.

    2 votes

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