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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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455 results found

  1. 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."

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    29 votes

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  2. 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

    3 votes

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

    2 votes

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  4. 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.

    18 votes

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

    3 votes

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  6. 9 votes

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

    5 votes

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  8. 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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  9. 2 votes

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  10. Conditional fields for content library

    42 votes

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  11. 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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  12. 4 votes

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  13. 2 votes

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

    1 vote

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

    5 votes

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  18. 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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  19. Allow empty value on radio button option

    2 votes

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  20. 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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