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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 votes

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  2. I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.

    68 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.

    3 votes

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  4. 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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  5. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    4 votes

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  6. Within the Signature Block, add a type property, with a new option of click-wrap, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and…

    9 votes

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  7. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    21 votes

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  8. 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

    3 votes

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  9. The ability to add fields on footer such as text field or signature fields.

    5 votes

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

    5 votes

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  11. variable for current date

    5 votes

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  12. Option to anchor/lock fields position in order for it not be drag accidentally or misplaced it on a contact/documents ETC.

    5 votes

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  13. The ability to link fields from different documents together.

    2 votes

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  14. Make the document auto-numbering on per client basis.

    2 votes

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  15. Ability to assign multiple users in 1 field

    3 votes

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  16. copy and paste fields/variables from one template to a new template

    3 votes

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  17. Document completion date variable

    2 votes

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  18. hide/conceal information in variables if recipients have not yet signed

    2 votes

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  19. We want the document senders not to be able to send the document unless all the variables are filled out

    3 votes

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  20. option to use Radio Buttons as the source for payments

    2 votes

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