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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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537 results found

  1. The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature

    1 vote

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  2. 1 vote

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  3. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    1 vote

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  4. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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  5. The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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  6. If the text input is long, the recipient should be able to resize the field based on the input

    2 votes

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  7. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    16 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!

  8. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  9. Ability to add signature field without assigned recipient.

    11 votes

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  10. 1 vote

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  11. Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.

    3 votes

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  12. The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)

    5 votes

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  13. I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.

    1 vote

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  14. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    8 votes

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  15. Different colors for dropdown items

    2 votes

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  16. Allow more than 365 days to autofill date field

    1 vote

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  17. If a customer signs a document, I would like to gain some extra information from this customer. For instance by providing some fields the customer has to fill or select an option before signing (so mandatory). For example I need to know if this customer wants to be billed monthly or annually but only when the customer agrees and signs, so only then I would like an option for the customer to select one of these options. Is it therefore possible to provide some extra pop-up fields eg when the customer clicks on the signing button?

    1 vote

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  18. 2 votes

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  19. automatically expanding while recipients type on it

    5 votes

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  20. 1 vote

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