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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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539 results found

  1. 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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  2. Conditional fields for content library

    30 votes

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

    2 votes

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  5. word wrap option - Dropdown field

    3 votes

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

    2 votes

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  8. 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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  9. The "Select all" checkbox should automatically check all other options

    1 vote

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  10. 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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  11. 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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  12. We would like to be able to add specific styles depending on the variable's value. For example, if the risk exists, it should be displayed in red; if the risk does not exist, it should be displayed in green (an example template is attached)

    3 votes

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  13. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  14. 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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  15. place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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  16. option to have a fillable field without any assigned recipients

    5 votes

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  17. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  18. Ability to input variables whenever an uploaded PDF file in template/document creation.

    4 votes

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  19. Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    1 vote

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