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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    9 votes

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  2. Ability to add signature field without assigned recipient.

    9 votes

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  3. Ability to customize system variables like the document reference number

    9 votes

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  4. Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    9 votes

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  5. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    9 votes

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  6. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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  7. Signature cannot be placed until all required fields are completed

    9 votes

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  8. When uploading a PDF document as a template improve field recognition.

    9 votes

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  9. 9 votes

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  10. 9 votes

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  11. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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  12. Ability to choose if a signature is to the left, centered, or to the right.

    9 votes

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  13. Ability to duplicate multiple fields at once

    8 votes

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  14. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    8 votes

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  15. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    8 votes

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  16. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    8 votes

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  17. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    8 votes

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  18. Make it easy to identify the Required fields over optional fields. Especially for documents that have a lot of fields within them.

    8 votes

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  19. lock down these variables so they cannot be edited within PandaDoc

    8 votes

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  20. Having currency as one of the options for the field validation (email, phone number, social, etc.)

    8 votes

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