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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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530 results found

  1. Auto-place fields when the document is uploaded to the existing template/document (via + button)

    1 vote

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  2. We are attempting to create a document to sign, the TFN form is a good example, the issue is the boxes dont line up the way we want them to. We want boxes to be typed in individually but it does not seem panda dox can do this?

    1 vote

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  3. This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!

    1 vote

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  4. 2 votes

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  5. 3 votes

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  6. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  7. Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    1 vote

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  8. The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature

    1 vote

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  9. Currently, based on the tab logic, focus navigates from top to bottom and left to right. However, it also accounts for the pixel height of the field. Therefore, if fields are misaligned, focus will jump to the higher field instead.

    2 votes

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  10. 1 vote

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  11. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    1 vote

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  12. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    5 votes

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  13. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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  14. The ability to create custom fillable fields

    1 vote

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  15. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    17 votes

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  16. Option to copy and paste fields/variables from one template to a new template

    4 votes

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  17. The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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  18. 8 votes

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  19. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    2 votes

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  20. 1 vote

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