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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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549 results found

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

    3 votes

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

    7 votes

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

    1 vote

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

    3 votes

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

    5 votes

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  7. 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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  8. Allow empty value on radio button option

    2 votes

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  9. 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!

    20 votes

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  10. 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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  11. Conditional fields for content library

    33 votes

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  12. The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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  13. 1 vote

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

    4 votes

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  15. Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    3 votes

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  16. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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  17. 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.

    12 votes

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  18. 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.

    13 votes

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  19. 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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  20. word wrap option - Dropdown field

    3 votes

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