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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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. 12 votes

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  2. Automatically align selected fields

    4 votes

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  3. Copy the same field assignment from one page to another. (Not duplicating fields)

    2 votes

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  4. To have the radio button field to have multiple optional item like the pricing table sections.

    9 votes

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  5. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    2 votes

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  6. Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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  7. 1 vote

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  8. An option to add in the forms a click to download a document.
    Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.

    1 vote

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  9. Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    8 votes

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  10. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  11. To set up a default value in the field

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Fonts for signatures - Added font options for SIgntaure

    9 votes

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  15. remove all required fields at once

    6 votes

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  16. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    8 votes

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  17. 2 votes

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  18. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    3 votes

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  19. Make sure uploaded images to the collect files field are clear/not blurry and easy to read. Use case: If recipient uploads a QR code, if it's too blurry the customer cannot use the image that was uploaded.

    1 vote

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  20. We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.

    NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.

    "Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."

    1 vote

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