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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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503 results found

  1. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    2 votes

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  2. Automatically apply sender signature upon sending

    2 votes

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  3. It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
    Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.

    • specifically to select fields...not all fields.
    10 votes

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  4. Ability to populate variables with fields' values.

    3 votes

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  5. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    2 votes

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  6. Easier way to replace fields with same shape and size content blocks

    2 votes

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  7. Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.

    Would like to have the ability to choose whether these are default added as required or not required.

    12 votes

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  8. The ability to become notified when a recipient marks a specific field with a specific option.

    "For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"

    2 votes

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  9. recipient to edit fillable fields of another recipient

    2 votes

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  10. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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  11. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  12. place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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  13. The ability to lock fillable fields into place i.e checkboxes

    2 votes

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  14. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    11 votes

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  15. Conditional fields - automatically fill out the value of another field

    3 votes

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  16. 2 votes

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  17. 3 votes

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  18. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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  19. Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    2 votes

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  20. The ability to create custom fillable fields

    1 vote

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