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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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321 results found

  1. Fonts for signatures - Set Default font option or Add Font for Signature Field

    34 votes

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  2. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    15 votes

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  3. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    4 votes

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  4. Ability to update a signer without clearing all the fields.

    3 votes

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  5. Allow recipient to change information if it's incorrect from Saleforce variables.

    3 votes

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  6. Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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  7. 2 votes

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  8. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  9. Ability to fill in variables on the template level

    3 votes

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  10. fillable fields for internal use only - hide fields from customers or recipients

    7 votes

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  11. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  12. The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.

    3 votes

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  13. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    4 votes

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  14. Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page

    3 votes

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  15. Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    3 votes

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  16. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    5 votes

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  17. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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  18. option to remove signature field's frame/border on a sent document

    2 votes

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  19. Download the PDF with the assignee information beside the fillable fields

    4 votes

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  20. Option to put Spaces to seperate the character per box

    • will allow the user to seperate the charecter per box once the recipient fill it in
    2 votes

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