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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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321 results found

  1. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  2. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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    • Will allow the user to set his preferred conditions.

    i need to make a conditional field
    2 radial buttons, 1) Agree 2) Do Not Agree
    IF Button 1 (Agree) = True then Allow Signature Line, IF Button 2 (Do Not Agree) = No signature lines, unable to complete doc
    basically, an agree/not agree to the terms

    1 vote

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

    6 votes

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  4. We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful

    1 vote

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  5. Ability to fill in variables on the template level

    3 votes

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  6. option to remove signature field's frame/border on a sent document

    2 votes

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  7. when you send a document, date doesn't show properly

    1 vote

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  8. Option to put Spaces to seperate the character per box

    • will allow the user to seperate the charecter per box once the recipient fill it in
    2 votes

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  9. Ability to capture recipient name together with signature field.

    1 vote

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  10. Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.

    1 vote

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  11. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  12. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    8 votes

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  13. 1 vote

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  14. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    8 votes

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  15. "I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com

    2 votes

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  16. 1 vote

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  17. 2 votes

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  18. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    4 votes

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  19. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    1 vote

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