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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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579 results found

  1. 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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  2. automatically place fillable fields in documents and templates without drag and drop option

    3 votes

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

    5 votes

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  4. 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.

    15 votes

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  5. 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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  6. Allow empty value on radio button option

    2 votes

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  7. 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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  8. 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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  9. 1 vote

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  10. 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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  11. 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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  12. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    6 votes

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  13. 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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  14. word wrap option - Dropdown field

    3 votes

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

    2 votes

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    • will allow the user to exceed the 10000 limit
    4 votes

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  16. The "Select all" checkbox should automatically check all other options

    1 vote

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  17. 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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  18. 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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  19. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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