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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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321 results found

  1. Ability to capture recipient name together with signature field.

    1 vote

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  2. Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    1 vote

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  6. Set up checkboxes with logic to select at least one for W9 forms.

    "Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"

    5 votes

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  7. Add TITLE and NAME to the premade content boxes as fast options. Current feature in Docusign that is hugely helpful.

    1 vote

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  8. Set a date range for recipients to choose from on date fields

    3 votes

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  9. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    7 votes

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  10. remove all required fields at once

    7 votes

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  11. Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.

    It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:

    {signature.client_1}

    3 votes

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  12. 2 votes

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  13. i just want to have to fill out a couple fields before sending the doc like a highlight place holder. so i cant have my employees send out the document and know what text they have to change before sending it out? Like pay rate, start date, schedule etc

    3 votes

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  14. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    3 votes

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  15. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    9 votes

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  16. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    18 votes

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  17. Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.

    2 votes

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  18. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    6 votes

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  19. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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  20. To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.

    2 votes

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