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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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565 results found

  1. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    27 votes

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  2. In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial

    1 vote

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  3. The ability to create custom fillable fields

    5 votes

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

    5 votes

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  5. When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    3 votes

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  6. The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.

    2 votes

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  7. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    8 votes

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  8. Ability to populate variables with fields' values.

    7 votes

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  9. 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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  10. Make the document auto-numbering per client basis:

    Ideally, we would want our templates to be aware of the 2nd sequence across all templates. So if we used Template A for a SOW today, it would show SOW 1. If we used Template B for a SOW tomorrow, it would know customer already had SOW 1 on another template.

    CustomerX first SOW to be SOW 1, their 2nd SOW to be SOW 2

    3 votes

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  11. Ability to have a variable for the current date

    6 votes

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  12. Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.

    Would like to have the ability to choose whether these are default added as required or not required.

    24 votes

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

    2 votes

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

    1 vote

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  15. 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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  16. 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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  17. Remove stripes from fields using conditional logic

    2 votes

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  18. autofill date field with sending date/date sent

    2 votes

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  19. Auto fill repeating fields - signature and initials fields

    20 votes

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

    5 votes

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