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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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518 results found

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

    3 votes

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

    3 votes

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  3. Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.

    It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:

    {signature.client_1}

    3 votes

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  4. i just want to have to fill out a couple fields before sending the doc like a highlight place holder. so i cant have my employees send out the document and know what text they have to change before sending it out? Like pay rate, start date, schedule etc

    3 votes

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  5. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    3 votes

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  6. Option to update document currency via variable

    3 votes

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  7. In case the signature is put in the draft document, it should disappear if the duplicate is created..

    If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.

    3 votes

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  8. 3 votes

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  9. 3 votes

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  10. It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    3 votes

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  11. A single row table would be very helpfull for a sum on a quate

    3 votes

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  12. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    3 votes

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  13. It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

    3 votes

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  14. 3 votes

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  15. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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  16. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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  17. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    3 votes

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  18. The possibility to add only sequence number to the document without required sequence name.

    3 votes

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  19. to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

    3 votes

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  20. 3 votes

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