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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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527 results found

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

    5 votes

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  2. Ability to have a variable for the current date

    5 votes

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  3. when uploading a document with form fields, make the fields require

    2 votes

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  4. 2 votes

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  5. auto-detect fillable fields that are not yet assigned

    3 votes

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  6. Card details field - option to add more fields to fill in additional card information

    2 votes

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

    2 votes

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

    2 votes

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  9. 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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  10. Option to copy and paste fields/variables from one template to a new template

    3 votes

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  11. Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful

    1 vote

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

    2 votes

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

    2 votes

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  14. Feature Request: Enforce Birth Year Rules for Date Fields

    Title: Enforce Birth Year Rules for Date Fields

    Description:
    Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.

    Benefits:

    Reduces data entry errors
    Saves time on manual corrections
    Enhances user experience with better form validation
    

    Current Workarounds and Limitations:

    Setting the date field to "Past Dates" helps but doesn't fully prevent errors.
    Using a text
    1 vote

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  15. 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.

    17 votes

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  16. 5 votes

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  17. Ability to duplicate multiple fields at once

    8 votes

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  18. 1 vote

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

    3 votes

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  20. 4 votes

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