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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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531 results found

  1. Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    1 vote

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  2. 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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  3. Currently, based on the tab logic, focus navigates from top to bottom and left to right. However, it also accounts for the pixel height of the field. Therefore, if fields are misaligned, focus will jump to the higher field instead.

    2 votes

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  4. 1 vote

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

    1 vote

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  6. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    5 votes

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

    1 vote

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  8. The ability to create custom fillable fields

    1 vote

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  9. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    15 votes

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  10. Option to copy and paste fields/variables from one template to a new template

    4 votes

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

    1 vote

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  12. 8 votes

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  13. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    2 votes

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  14. 1 vote

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  15. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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  16. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  17. Automatically apply sender signature upon sending

    5 votes

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  18. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    2 votes

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  19. Allow more than 365 days to autofill date field

    1 vote

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  20. 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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