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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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534 results found

  1. Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    2 votes

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  2. Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required

    2 votes

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  3. Ability to select the field that the recipient will be taken to first.

    1 vote

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  4. Remove stripes from fields using conditional logic

    2 votes

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  5. autofill date field with sending date/date sent

    2 votes

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  6. when uploading a document with form fields, make the fields require

    3 votes

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  7. 2 votes

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  8. When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    1 vote

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  9. Card details field - option to add more fields to fill in additional card information

    2 votes

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  10. If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.

    3 votes

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  11. The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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  12. The ability to link fields from different documents together.

    2 votes

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  13. Make the document auto-numbering per client basis:

    Ideally, we would want our templates to be aware of the 2nd sequence across all templates. So if we used Template A for a SOW today, it would show SOW 1. If we used Template B for a SOW tomorrow, it would know customer already had SOW 1 on another template.

    CustomerX first SOW to be SOW 1, their 2nd SOW to be SOW 2

    3 votes

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  14. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 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!

  15. 1 vote

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  16. The ability to have conditional logic on text block not just text fields.

    3 votes

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  17. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    4 votes

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  18. Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    3 votes

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  19. Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement

    2 votes

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  20. Display Card details field conditionally based on the value of the variable.
    For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.

    1 vote

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