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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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322 results found

  1. Ability to have a text field attached next to radio buttons.

    7 votes

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  2. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    4 votes

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  3. download signature only from the document

    7 votes

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  4. change custom variable format

    6 votes

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  5. 2 votes

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  6. Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.

    "How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?

    I want to add a field that my staff must enter before they are able to send off the document to be signed."

    2 votes

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  7. tokens/variables for total discount

    2 votes

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  8. dynamically populate images on the document level from the "collect files" field

    5 votes

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  9. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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  10. 1 vote

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  11. 1 vote

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  12. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    11 votes

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  13. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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  14. I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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  15. 2 votes

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  16. 5 votes

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  17. 5 votes

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  18. Collect files field has option to show the file, like in Ev1. attach files can be viewed

    14 votes

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  19. When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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  20. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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