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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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542 results found

  1. Allow more than 365 days to autofill date field

    1 vote

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  2. 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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  3. 2 votes

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  4. automatically expanding while recipients type on it

    5 votes

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  5. 1 vote

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  6. In case the client enters a credit card number that's incorrect, be able to validate it.

    4 votes

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  7. negative and positive sign for Numbers only - fillable fields validation

    2 votes

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  8. Automatically add variables to a newly created template

    3 votes

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  9. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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  10. 2 votes

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  11. Conditional Fields - only show certain drop-down options for another field

    2 votes

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  12. A client has to create a signed ballot, would like to implement a rule to limit the number of checkboxes a user fills out

    1 vote

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  13. Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)

    1 vote

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  14. duplicate conditional fields with rules across all pages

    2 votes

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  15. 1 vote

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  16. box type text field - for 1 letter or 1 digit only

    2 votes

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  17. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    10 votes

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  18. Sign all signature fields separately (without automatic filling with the previous signature field's value).

    1 vote

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  19. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    8 votes

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  20. When we get documents with a large number of pages that all need to be stamped and it's a lengthy process to do each page individually so we would like to have a feature to stamp multiple pages at once

    1 vote

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