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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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528 results found

  1. The option/button to clear all the fields at once.

    6 votes

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  2. ability to extend a dropdown field as it works with any other fields

    6 votes

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  3. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    6 votes

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  4. The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    6 votes

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  5. 6 votes

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  6. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    5 votes

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  7. A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

    5 votes

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  8. Ability to have a variable for the current date

    5 votes

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  9. 5 votes

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  10. option to have a fillable field without any assigned recipients

    5 votes

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  11. The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)

    5 votes

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  12. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    5 votes

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  13. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    5 votes

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  14. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    5 votes

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  15. Set up checkboxes with logic to select at least one for W9 forms.

    "Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"

    5 votes

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  16. dynamically populate images on the document level from the "collect files" field

    5 votes

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  17. 5 votes

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  18. 5 votes

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  19. 5 votes

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  20. 5 votes

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