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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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532 results found

  1. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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  2. Option to set fields as required or optional based on answers provided in other fields. For example, to have two checkboxes where selecting one makes the other non-required. This will help ensure that the checkboxes are not overlooked and that only one can be selected at a time. Or the option to make fields required when others have a certain value.

    1 vote

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  3. We are attempting to create a document to sign, the TFN form is a good example, the issue is the boxes dont line up the way we want them to. We want boxes to be typed in individually but it does not seem panda dox can do this?

    1 vote

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  4. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  5. This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!

    1 vote

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  6. place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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  7. option to have a fillable field without any assigned recipients

    5 votes

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  8. 1 vote

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  9. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  10. Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    1 vote

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  11. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    11 votes

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  12. Conditional fields - automatically fill out the value of another field

    3 votes

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  13. The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature

    1 vote

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  14. several rules for 1 drop box

    1 vote

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  15. 1 vote

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  16. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    1 vote

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  17. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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  18. The ability to create custom fillable fields

    1 vote

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  19. The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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  20. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    1 vote

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