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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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527 results found

  1. expand description in the drop down menu

    1 vote

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  2. display credit card details field conditionally based on the payment method field data

    1 vote

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  3. Automatically apply sender signature upon sending

    2 votes

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

    2 votes

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  5. word wrap option - Dropdown field

    3 votes

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

    2 votes

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  8. 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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  9. 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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  10. The "Select all" checkbox should automatically check all other options

    1 vote

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  11. 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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  12. Conditional fields for content library

    28 votes

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  13. recipient to edit fillable fields of another recipient

    2 votes

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  14. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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  15. The customer would like to set fields as mandatory or not based on the answers provided in other fields.

    1 vote

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  16. We are attempting to create a document to sign, the TFN form is a good example, the issue is the boxes dont line up the way we want them to. We want boxes to be typed in individually but it does not seem panda dox can do this?

    1 vote

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  17. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  18. This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!

    1 vote

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  19. 1 vote

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  20. place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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