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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.

    2 votes

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  2. Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.

    3 votes

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  3. Automatically apply sender signature upon sending

    8 votes

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  4. 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

    5 votes

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  5. Automatically set quantity at 0 instead of 1 when adding products from the catalog

    2 votes

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  6. Ability to add a button/field to the document that goes to a web page

    1 vote

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  7. The ability to have conditional logic on text block not just text fields.

    5 votes

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  8. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    5 votes

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  9. Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token

    2 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!

  10. We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

    If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.

    We would like…

    3 votes

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  11. Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:

    1. You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
    2. You also have a CLI, that also has some date fields that you want to link to the fields in the original document.

    3. Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…

    2 votes

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  12. We love the idea that a client can select a variety of Products, and the pricing table can accommodate it. We want to add a feature that a client can also select payment terms which potentially could influence price.

    For the time being, we have added this set of radio buttons and an invitation to get in touch.

    1 vote

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  13. 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"?"

    6 votes

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  14. Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)

    2 votes

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  15. 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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  16. Lot of firms use Mail merge, GMASS and other automations which require Links and variables.

    It will great if PandaDoc team can generate a CSV output of Recipient Links after sending a Bulk send . One can receive csv extract to the account email id with Recipient links and all the data variables if any.

    The values and link can be further utilised in other automation

    1 vote

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  17. Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    3 votes

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  18. 5 votes

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  19. In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial

    1 vote

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

    3 votes

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