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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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364 results found

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

    1 vote

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

    2 votes

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  3. lock down these variables so they cannot be edited within PandaDoc

    3 votes

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  4. ability to use *** as a placeholder.

    1 vote

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  5. Conditional fields for content library

    2 votes

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  6. fillable fields for internal use only - hide fields from customers or recipients

    4 votes

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  7. At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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  8. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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  9. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  10. The variables could also have the option to be placed with drag & drop as content blocks are.

    1 vote

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  11. For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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  12. 2 votes

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  13. Set a date range for recipients to choose from on date fields

    2 votes

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  14. It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.

    1 vote

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  15. Drag radio buttons from one page to another (for options that are one page long each)

    2 votes

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  16. Some documents that I send require a lot of check marks - and some fields are optional. I would love to be able to allow a signer to add and remove fields and they see fit!

    Thank you :)

    0 votes

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  17. 2 votes

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  18. 1 vote

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  19. 1 vote

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  20. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    2 votes

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