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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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563 results found

  1. Fill a variable with information from another document in your account

    2 votes

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  2. Option to prefill a field that the signer still has to confirm is correct and prompt them to do so. Required fields that are prefilled with information by the Sender are being skipped over as "answered".

    1 vote

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  3. I'd like to change variable date format on separate templates/ documents that will override the general settings

    3 votes

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  4. autofill the recipient's location in the fields

    2 votes

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  5. You could replicate the radio button feature but allow for multiple selections for "select all that apply" scenarios.

    1 vote

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  6. Objective:
    Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.

    Feature Description
    This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.

    Example Use Case:
    A user creates a link in a document with the URL:
    https://example.com?user={FirstName}&doc={DocumentID}

    When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.

    How It Works:
    Variable Definition:…

    3 votes

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  7. Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.

    Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.

    I tried setting…

    1 vote

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  8. Ability to automatically select the value from the dropdown field based on a conditional rule.

    2 votes

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  9. The ability to upload dropdown items rather than manually entering the item value.

    2 votes

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  10. Ability to apply capitalization rules within our variables. Example:

    The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
    Later in the document, the insertion and last name should both appear in capital letters.

    4 votes

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  11. It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?

    1 vote

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  12. 2 votes

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  13. Ability to expand the radio button from one page to another in case there is a page break

    2 votes

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  14. Add a condition or schedule to when the fields need to be completed.

    ''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''

    1 vote

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  15. A way to automatically delete fields from an assignee when removing such assignee/role from the document.

    2 votes

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  16. 2 votes

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  17. Ability to add a button/field to the document that goes to a web page

    1 vote

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  18. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    3 votes

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  19. Option to add a signature field that prompts signers to schedule an appointment with a Notary.

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)

    2 votes

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