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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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542 results found

  1. Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement

    2 votes

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  2. Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.

    4 votes

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  3. Feature Request: Enforce Birth Year Rules for Date Fields

    Title: Enforce Birth Year Rules for Date Fields

    Description:
    Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.

    Benefits:

    Reduces data entry errors
    Saves time on manual corrections
    Enhances user experience with better form validation
    

    Current Workarounds and Limitations:

    Setting the date field to "Past Dates" helps but doesn't fully prevent errors.
    Using a text
    1 vote

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  4. 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…

    2 votes

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  5. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    5 votes

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  6. 9 votes

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  7. Auto-place fields when the document is uploaded to the existing template/document (via + button)

    1 vote

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  8. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  9. 4 votes

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  10. 2 votes

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  11. 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.

    3 votes

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  12. copy/paste feature for fields ( not duplicating or multiselect)

    3 votes

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  13. Ability to restrict field editing and placement on templates/ documents

    7 votes

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  14. Ability to select the field that the recipient will be taken to first.

    1 vote

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  15. If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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

    3 votes

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  17. 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.

    13 votes

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  18. Currently, based on the tab logic, focus navigates from top to bottom and left to right. However, it also accounts for the pixel height of the field. Therefore, if fields are misaligned, focus will jump to the higher field instead.

    2 votes

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  19. Allow empty value on radio button option

    2 votes

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  20. It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
    Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.

    • specifically to select fields...not all fields.
    12 votes

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