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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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528 results found

  1. If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.

    5 votes

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  2. Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.

    5 votes

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  3. Make it impossible to send a document if the required variables are not filled in

    18 votes

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  4. The possibility to add only sequence number to the document without required sequence name.

    3 votes

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  5. 7 votes

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  6. Assign custom fields to columns in the Price Table

    11 votes

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  7. to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

    3 votes

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  8. For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    27 votes

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  9. option to setup a fillable field for date that will auto fill the date that the client opened the link

    16 votes

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  10. 3 votes

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  11. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    14 votes

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  12. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    6 votes

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  13. 3 votes

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  14. 3 votes

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  15. Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    7 votes

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  16. 12 votes

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  17. Use excel to fill variables

    14 votes

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  18. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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  19. Add order in which the recipient would be able to act on fields.

    17 votes

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  20. 9 votes

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