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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.

    1 vote

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  3. Allow more than 365 days to autofill date field

    1 vote

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  4. If a customer signs a document, I would like to gain some extra information from this customer. For instance by providing some fields the customer has to fill or select an option before signing (so mandatory). For example I need to know if this customer wants to be billed monthly or annually but only when the customer agrees and signs, so only then I would like an option for the customer to select one of these options. Is it therefore possible to provide some extra pop-up fields eg when the customer clicks on the signing button?

    1 vote

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  5. 1 vote

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  6. A client has to create a signed ballot, would like to implement a rule to limit the number of checkboxes a user fills out

    1 vote

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  7. Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)

    1 vote

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  8. Sign all signature fields separately (without automatic filling with the previous signature field's value).

    1 vote

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  9. When we get documents with a large number of pages that all need to be stamped and it's a lengthy process to do each page individually so we would like to have a feature to stamp multiple pages at once

    1 vote

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  10. Option for the recipient to adjust values in the dropdown as well as select the option

    1 vote

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  11. I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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  12. automatically place fillable fields in documents and templates without drag and drop option

    1 vote

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  13. View a list of all unused variables within the account

    1 vote

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  14. 1 vote

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  15. Ability to use line items from CRM as a variable for smart content.

    1 vote

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  16. The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    1 vote

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  17. 1 vote

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  18. Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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  19. Option to remove or disabling Multiline text

    1 vote

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  20. Ability for radio button default to reduce from x2 to x1 or add it as 1 at a time.

    1 vote

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