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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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  2. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  3. 4 votes

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  4. option to add multiple recipients for a fillable field

    4 votes

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

    4 votes

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  6. Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.

    4 votes

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  7. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  8. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    4 votes

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  9. The ability to change the properties of fields for all documents, i.e. the "require" option for recipients

    4 votes

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

    4 votes

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

    4 votes

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

    4 votes

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  13. 4 votes

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  14. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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  15. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    4 votes

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  16. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  17. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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  18. 4 votes

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  19. I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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  20. We need to tab through variables quickly
    Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.

    4 votes

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