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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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508 results found

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

    2 votes

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  2. 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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  3. Conditional rule can be set up on date field

    2 votes

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  4. bulk way to fill in variables from a Google Sheet

    2 votes

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  5. ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input

    2 votes

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  6. initials field - customization/personalized/modify

    2 votes

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  7. A way to make a configuration at the account level that ANY field added to a contract is required to fill out.

    2 votes

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  8. give access to edit numerical value cells with N/A or WAIVED

    2 votes

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  9. If I have a custom variable of [dog name] and I use it 50 times in a template.... but then I need to change it to [cat name]..... I have to create a NEW custom variable and then do 50 replacements. I want to just be able to EDIT [dog name] and see that change automatically in my already placed variable.

    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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  13. option to remove signature field's frame/border on a sent document

    2 votes

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  14. Option to put Spaces to seperate the character per box

    • will allow the user to seperate the charecter per box once the recipient fill it in
    2 votes

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  15. "I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com

    2 votes

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  16. 2 votes

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  17. The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.

    2 votes

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  18. Ability to adjust text fields size for sent document.

    2 votes

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  19. Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    2 votes

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  20. When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.

    2 votes

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