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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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532 results found

  1. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    4 votes

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  2. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    11 votes

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  3. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    1 vote

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  4. expand description in the drop down menu

    1 vote

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  5. Display Card details field conditionally based on the value of the variable.
    For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.

    1 vote

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  6. automatically place fillable fields in documents and templates without drag and drop option

    2 votes

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  7. word wrap option - Dropdown field

    3 votes

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  8. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    17 votes

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  9. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    2 votes

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  10. 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.

    12 votes

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  11. Conditional fields for content library

    29 votes

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  12. Easier way to replace fields with same shape and size content blocks

    2 votes

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  13. Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    11 votes

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    • will allow the user to exceed the 10000 limit
    4 votes

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  14. The "Select all" checkbox should automatically check all other options

    1 vote

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  15. 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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  16. 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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  17. 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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  18. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  19. 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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