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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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532 results found

  1. 1 vote

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  2. The ability to have conditional logic on text block not just text fields.

    1 vote

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  3. 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.

    1 vote

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  4. Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    3 votes

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  5. 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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  6. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    4 votes

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  7. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    11 votes

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  8. Have the drawn signature fill out the entire field space

    2 votes

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  9. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    1 vote

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  10. expand description in the drop down menu

    1 vote

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  11. Display Card details field conditionally based on the value of the variable.
    For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.

    1 vote

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  12. automatically place fillable fields in documents and templates without drag and drop option

    2 votes

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  13. word wrap option - Dropdown field

    3 votes

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  14. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    2 votes

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  15. Easier way to replace fields with same shape and size content blocks

    2 votes

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  16. Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    11 votes

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    • will allow the user to exceed the 10000 limit
    4 votes

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  17. The "Select all" checkbox should automatically check all other options

    1 vote

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  18. The ability to become notified when a recipient marks a specific field with a specific option.

    "For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"

    2 votes

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  19. Conditional fields for content library

    28 votes

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