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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.

    About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…

    5 votes

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  2. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    5 votes

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  3. 5 votes

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  4. A way to remove the optional indicator signers see when they hover their cursor over an optional field.

    5 votes

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  5. 5 votes

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  6. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    5 votes

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  7. a variable that autopopulates when the document was paid

    5 votes

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  8. An ability to add decimals in the "Numbers only" text field

    5 votes

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  9. Re-orient "required" tag for fields so it doesn't overlap text on doc

    5 votes

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  10. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    5 votes

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  11. If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.

    5 votes

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  12. Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.

    5 votes

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  13. 5 votes

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  14. 5 votes

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  15. Set multiline text settings for fields in bulk

    5 votes

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  16. After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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  17. 5 votes

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  18. We need multiple levels of conditional fields, but currently there is only one. Meaning if a set of radio buttons is required based on a selection of radio buttons, those secondary radio buttons cannot themselves require additional fields. There are many documents with this kind of layering so it's important. For example, many financial institutions have complicated forms where we have to select one option and then within that option we have to select one option and within that option we have to enter information into fields.

    4 votes

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  19. Ability to populate variables with fields' values.

    4 votes

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  20. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    4 votes

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