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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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532 results found

  1. ability to add lists and spaces in variables

    2 votes

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  2. Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

    2 votes

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  3. 2 votes

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  4. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    2 votes

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  5. Move placeholder text outside of the field

    2 votes

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  6. If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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  7. 2 votes

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  8. 2 votes

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  9. Make pricing table footer fields available for custom mapping

    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. automate the fillable fields to mark it as required or not or make the fields only mandatory if there is a contact

    1 vote

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  13. Example: Ability to link a checkbox field to a text field.

    1 vote

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  14. We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.

    1 vote

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  15. Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful

    1 vote

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  16. Feature Request: Enforce Birth Year Rules for Date Fields

    Title: Enforce Birth Year Rules for Date Fields

    Description:
    Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.

    Benefits:

    Reduces data entry errors
    Saves time on manual corrections
    Enhances user experience with better form validation
    

    Current Workarounds and Limitations:

    Setting the date field to "Past Dates" helps but doesn't fully prevent errors.
    Using a text
    1 vote

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  17. Ability to select the field that the recipient will be taken to first.

    1 vote

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  18. When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    1 vote

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  19. The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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  20. 1 vote

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