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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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564 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Different colors for dropdown items

    2 votes

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  6. The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    2 votes

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  7. Allow more than 365 days to autofill date field

    1 vote

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  8. 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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  9. 2 votes

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  10. automatically expanding while recipients type on it

    5 votes

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  11. 1 vote

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

    4 votes

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

    2 votes

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  14. Automatically add variables to a newly created template

    3 votes

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  15. 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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  16. 2 votes

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

    2 votes

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  18. initials field - customization/personalized/modify

    5 votes

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  19. 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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  20. 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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