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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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224 results found

  1. The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    2 votes

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  2. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    11 votes

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  3. initials field - customization/personalized/modify

    5 votes

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  4. 59 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  5. Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.

    3 votes

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  6. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel when using restrict content feature

    16 votes

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  7. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  8. 4 votes

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  9. The option to see how many fields were assigned to a specific recipient.

    3 votes

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  10. Conditional rule can be set up on date field

    3 votes

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  11. Drag radio buttons from one page to another (for options that are one page long each)

    18 votes

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  12. Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    3 votes

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  13. Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    12 votes

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  14. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    23 votes

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  15. To have the radio button field to have multiple optional item like the pricing table sections.

    37 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Fonts for signatures - Set Default font option or Add Font for Signature Field

    43 votes

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  17. The client wants to be able to rotate the signature box so he can put it on the side, vertically

    4 votes

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  18. fillable fields for internal use only - hide fields from customers or recipients

    10 votes

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  19. Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    5 votes

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  20. Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.

    6 votes

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