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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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518 results found

  1. Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    31 votes

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  2. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  3. To set up a default value in the field

    2 votes

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  4. 1 vote

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  5. 1 vote

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  6. Fonts for signatures - Added font options for SIgntaure

    29 votes

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  7. remove all required fields at once

    7 votes

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  8. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    12 votes

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  9. 2 votes

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  10. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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  11. Make sure uploaded images to the collect files field are clear/not blurry and easy to read. Use case: If recipient uploads a QR code, if it's too blurry the customer cannot use the image that was uploaded.

    1 vote

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  12. We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.

    NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.

    "Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."

    1 vote

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  13. When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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  14. 1 vote

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  15. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    4 votes

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  16. 2 votes

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  17. For example -- the field tags recognition and auto-place PDF fields.

    2 votes

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  18. Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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  19. 1 vote

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  20. Option to update document currency via variable

    3 votes

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