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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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509 results found

  1. 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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  2. 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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  3. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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

    9 votes

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

    9 votes

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  6. SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    9 votes

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  7. 9 votes

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  8. 9 votes

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

    9 votes

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

    9 votes

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  11. Ability to duplicate multiple fields at once

    8 votes

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  12. Ability to add signature field without assigned recipient.

    8 votes

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

    8 votes

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

    8 votes

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  16. Be able to see the document expiration date variable filled in document before sending

    8 votes

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  17. optional items for a dropdown field

    8 votes

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  18. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  19. Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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  20. My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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