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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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565 results found

  1. 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.

    5 votes

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  2. Ability to add a field caption

    1 vote

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  3. 2 votes

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  4. Card details field - option to add more fields to fill in additional card information

    2 votes

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  5. The ability to link fields from different documents together.

    2 votes

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  6. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    3 votes

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  7. Ability to duplicate multiple fields at once

    10 votes

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  8. Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful

    1 vote

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  9. 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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  10. 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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  11. 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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  12. 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!

    25 votes

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  13. 9 votes

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  14. 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.

    16 votes

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

    1 vote

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  17. 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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  18. 4 votes

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  19. 2 votes

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  20. 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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