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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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531 results found

  1. 2 votes

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  2. box type text field - for 1 letter or 1 digit only

    2 votes

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    • will allow the user to exceed the 10000 limit
    2 votes

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  3. The ability for PandaDoc to recognize variables when uploading

    2 votes

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  4. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  5. The ability to shorten the length bypassing the current length limitation of fillable fields.

    2 votes

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  6. 2 votes

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  7. Automatically add variables to a newly created template

    2 votes

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  8. duplicate conditional fields with rules across all pages

    2 votes

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  9. Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.

    2 votes

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  10. possibility of having the fields automatically relocate to the correct position when a new row is added

    2 votes

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  11. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    2 votes

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  12. Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.

    2 votes

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  13. Ability to create variable groups instead of all of the custom variables going into the Custom group

    2 votes

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  14. variable for a line item total

    2 votes

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  15. We would like to mark checkboxes automatically based on a variable value

    2 votes

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  16. The Ability to change fields across the entire workspace, which would affect all templates with that particular field.

    i.e change the field ID across all templates

    2 votes

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  17. Conditional rule can be set up on date field

    2 votes

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  18. If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.

    Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.

    2 votes

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  19. It would be really useful to require one field or another to be completed, but not both.

    An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.

    2 votes

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