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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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565 results found

  1. Ability to expand the radio button from one page to another in case there is a page break

    2 votes

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  2. You could replicate the radio button feature but allow for multiple selections for "select all that apply" scenarios.

    1 vote

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  3. Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term

    3 votes

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  4. Use same fields in different field conditions

    3 votes

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  5. 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.

    8 votes

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  6. Option to link fields in case the condition is applied:
    I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field

    5 votes

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  7. A way to automatically delete fields from an assignee when removing such assignee/role from the document.

    2 votes

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  8. 6 votes

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  9. To be able to use variable to auto-populate names of the signers added in the recipient group

    3 votes

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  10. 2 votes

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  11. Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.

    Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.

    I tried setting…

    1 vote

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  12. Option to add a signature field that prompts signers to schedule an appointment with a Notary.

    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!

  13. Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)

    2 votes

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  14. 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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  15. 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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  16. 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

    6 votes

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  17. Automatically apply sender signature upon sending

    10 votes

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  18. 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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  19. Support images in variables. Option to have variables for images

    3 votes

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  20. 8 votes

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