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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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530 results found

  1. When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.

    2 votes

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  2. 1 vote

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  3. 2 votes

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  4. Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    1 vote

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  5. The ability to change the properties of fields for all documents, i.e. the "require" option for recipients

    4 votes

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  6. From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.

    More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.

    3 votes

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  7. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    8 votes

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  8. 2 votes

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  9. 1 vote

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  10. 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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  11. Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.

    3 votes

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  12. Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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  13. Document.CreatedDate variable shows yesterday's date as it follows only the UTC timezone by default. Option to select timezone settings for the Document.CreatedDate system variable

    7 votes

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  14. 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.

    9 votes

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  15. yes or no option as a fillable field

    2 votes

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  16. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    4 votes

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  17. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    5 votes

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  18. Keyboard shortcuts to fill in fillable fields

    1 vote

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  19. Reset signature field even if it was set before document is sent.

    1 vote

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  20. Download the PDF with the assignee information beside the fillable fields

    4 votes

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