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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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536 results found

  1. Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    9 votes

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  2. yes or no option as a fillable field

    2 votes

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  3. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    4 votes

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  4. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    5 votes

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  5. Keyboard shortcuts to fill in fillable fields

    1 vote

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  6. Reset signature field even if it was set before document is sent.

    1 vote

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  7. Download the PDF with the assignee information beside the fillable fields

    4 votes

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  8. lock down these variables so they cannot be edited within PandaDoc

    8 votes

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  9. ability to use *** as a placeholder.

    1 vote

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  10. Conditional fields for content library

    28 votes

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  11. fillable fields for internal use only - hide fields from customers or recipients

    7 votes

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  12. At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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  13. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  14. The variables could also have the option to be placed with drag & drop as content blocks are.

    4 votes

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  15. For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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  16. 4 votes

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  17. Set a date range for recipients to choose from on date fields

    3 votes

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  18. It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.

    2 votes

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  19. Drag radio buttons from one page to another (for options that are one page long each)

    7 votes

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  20. Some documents that I send require a lot of check marks - and some fields are optional. I would love to be able to allow a signer to add and remove fields and they see fit!

    Thank you :)

    1 vote

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