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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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523 results found

  1. I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.

    For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.

    I can either:
    a) make a Variable with no dropdown option, or
    b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…

    8 votes

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

    8 votes

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  3. optional items for a dropdown field

    8 votes

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  4. 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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  5. 8 votes

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  6. 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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  7. 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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  8. For example, one signer has to take action twice (separately) within the same document. To demonstrate this example, here is the signing order: Signer 1 > Signer 2 > Signer 1 > Signer 3.
    Info/signatures are required from Signer 1 and 2 prior to Signer 1 being able to fill out their second portion of the document before Signer 3 receives it. I haven't had success in developing this yet, as I have been unable to successfully have one signer able to receive the document twice in the workflow.

    7 votes

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  9. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    7 votes

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  10. 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!

    7 votes

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  11. Document.CreatedDate variable shows yesterday's date as it follows only the UTC timezone by default. Option to select timezone settings for the Document.CreatedDate system variable

    7 votes

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  12. fillable fields for internal use only - hide fields from customers or recipients

    7 votes

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  13. Drag radio buttons from one page to another (for options that are one page long each)

    7 votes

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  14. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    7 votes

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  15. remove all required fields at once

    7 votes

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  16. Ability to have a text field attached next to radio buttons.

    7 votes

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  17. download signature only from the document

    7 votes

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  18. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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  19. replace a particular variable from all my templates all at once

    7 votes

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  20. Simplify the process of pulling fields when there are many to be added.

    7 votes

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