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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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534 results found

  1. I can create a drop-down with a selection of several countries to be selected by the customer and once the customer selects the country in the drop-down. The selection drop-down box changes to a link to the country's website or any option I choose the dropdown to be

    1 vote

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  2. 1 vote

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  3. Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.

    2 votes

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  4. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    5 votes

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  5. initials field - customization/personalized/modify

    3 votes

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  6. Ability to create variable groups instead of all of the custom variables going into the Custom group

    2 votes

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  7. option to use recipient information such as first and last name as document title

    6 votes

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  8. Option to remove or disabling Multiline text

    1 vote

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  9. Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    11 votes

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  10. variable for a line item total

    2 votes

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  11. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  12. We would like to mark checkboxes automatically based on a variable value

    2 votes

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  13. Ability for radio button default to reduce from x2 to x1 or add it as 1 at a time.

    1 vote

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  14. Conditional rule can be set up on date field

    2 votes

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  15. If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.

    Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.

    2 votes

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  16. 1 vote

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  17. 1 vote

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  18. Customer would like a variable that is capable of mathematical equation like the pricing table,

    1 vote

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  19. Make it easy to identify the Required fields over optional fields. Especially for documents that have a lot of fields within them.

    8 votes

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  20. The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)

    1 vote

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