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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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425 results found

  1. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    18 votes

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  2. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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  3. Conditional fields for content library

    17 votes

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  4. Add order in which the recipient would be able to act on fields.

    17 votes

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  5. move the other placeholders when text fields expand when the multi-line is enabled

    16 votes

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  6. Placeholder for checkbox field.

    16 votes

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  7. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    15 votes

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  8. option to setup a fillable field for date that will auto fill the date that the client opened the link

    15 votes

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  9. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    15 votes

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  10. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    14 votes

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  11. 14 votes

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  12. ability to add items to dropdown field in bulk

    14 votes

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  13. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    13 votes

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  14. At the moment Fields' values are lost when a document is downloaded as .docx

    13 votes

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  15. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    13 votes

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  16. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    12 votes

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  17. Collect files field has option to show the file, like in Ev1. attach files can be viewed

    12 votes

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  18. Make the next button more clear when completing fields and signing the document

    12 votes

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  19. Increase file upload size limit

    12 votes

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  20. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    11 votes

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