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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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565 results found

  1. When a variable is filled in, a website link is added automatically via automation.

    2 votes

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  2. Ability or option not to automatically change the fields names on template and document bundling.

    1 vote

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  3. Fill a variable with information from another document in your account

    2 votes

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  4. Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.

    5 votes

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  5. Ability to automatically select the value from the dropdown field based on a conditional rule.

    2 votes

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  6. As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    9 votes

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  7. Use the card details field for another payment processor like Whop.

    1 vote

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  8. 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.

    95 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!

  9. Smart content: ability to add into the footer

    10 votes

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  10. Integrate with JetPay payment gateway

    1 vote

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  11. 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).

    18 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!

  12. It would be extremely helpful when you have Conditional Logic, to have the ability to have more than one rule apply to applicable options. For example, when selecting an option with radio buttons, it prompts the person to fill out a secondary radio button selection based on their first selection. It would be helpful to have a SECOND rule where when the person selects that first option, they ALSO have to fill out the text field.

    1 vote

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  13. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    3 votes

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  14. It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit

    1 vote

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  15. The ability to upload dropdown items rather than manually entering the item value.

    2 votes

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  16. eg - CompanyName (field) pre-populates with Company.Name (variable) and variable updates when field changes.

    PandaDoc's "AI" bot tool gives the below instructions (which are wrong) to do this. But it would be great if this actually worked.

    --
    Yes, you can create a field in your PandaDoc template that prepopulates with the Company.Name variable and allows the client to edit it, updating the variable throughout the document. Here's how:
    In your template, go to the Variables tab and find the Company.Name variable.
    Copy the variable name without square brackets.
    Click on a field in your template and select 'Properties' on…

    1 vote

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  17. Option to prefill a field that the signer still has to confirm is correct and prompt them to do so. Required fields that are prefilled with information by the Sender are being skipped over as "answered".

    1 vote

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  18. 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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    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!

  19. 2 votes

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  20. Ability to expand the radio button from one page to another in case there is a page break

    2 votes

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