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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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532 results found

  1. The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.

    2 votes

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  2. Conditionals based on the document status

    2 votes

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  3. Customer would like to have an option to delete all info on the fields all at once.

    2 votes

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  4. Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    2 votes

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  5. Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required

    2 votes

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  6. Remove stripes from fields using conditional logic

    2 votes

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  7. autofill date field with sending date/date sent

    2 votes

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  8. when uploading a document with form fields, make the fields require

    2 votes

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  9. 2 votes

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  10. Card details field - option to add more fields to fill in additional card information

    2 votes

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  11. The ability to link fields from different documents together.

    2 votes

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  12. Make the document auto-numbering per client basis:

    Ideally, we would want our templates to be aware of the 2nd sequence across all templates. So if we used Template A for a SOW today, it would show SOW 1. If we used Template B for a SOW tomorrow, it would know customer already had SOW 1 on another template.

    CustomerX first SOW to be SOW 1, their 2nd SOW to be SOW 2

    2 votes

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  13. Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    2 votes

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  14. Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement

    2 votes

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  15. 2 votes

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  16. 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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  17. Have the drawn signature fill out the entire field space

    2 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. Easier way to replace fields with same shape and size content blocks

    2 votes

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  20. The ability to become notified when a recipient marks a specific field with a specific option.

    "For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"

    2 votes

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