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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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558 results found

  1. 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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  2. 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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  3. Ability to have a variable for the current date

    6 votes

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

    2 votes

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

    1 vote

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  7. 8 votes

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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. 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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  10. Remove stripes from fields using conditional logic

    2 votes

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  11. autofill date field with sending date/date sent

    2 votes

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  12. Auto fill repeating fields - signature and initials fields

    20 votes

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

    5 votes

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  14. Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.

    5 votes

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  15. Ability to add a field caption

    1 vote

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  16. 2 votes

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

    2 votes

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

    2 votes

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  19. Ability to duplicate multiple fields at once

    10 votes

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  20. Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful

    1 vote

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