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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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530 results found

  1. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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  2. 3 votes

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  3. 3 votes

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  4. 2 votes

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  5. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    2 votes

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  6. Option to add a signature field that prompts signers to schedule an appointment with a Notary.

    2 votes

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  7. Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)

    2 votes

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  8. The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated

    2 votes

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  9. Use same fields in different field conditions

    2 votes

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  10. Link two text fields so text continues from one field to another

    2 votes

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  11. To be able to use variable to auto-populate names of the signers added in the recipient group

    2 votes

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  12. Group a set of fields and require the recipient to fill in one

    2 votes

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  13. Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.

    2 votes

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  14. Automatically set quantity at 0 instead of 1 when adding products from the catalog

    2 votes

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  15. Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:

    1. You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
    2. You also have a CLI, that also has some date fields that you want to link to the fields in the original document.

    3. Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…

    2 votes

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  17. In Auto-place PDF form fields fields - allow the ability to select only specific form fields to populate in the uploaded PDF in PandaDoc

    2 votes

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  18. Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)

    2 votes

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  19. We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

    If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.

    We would like…

    2 votes

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  20. The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.

    2 votes

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