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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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527 results found

  1. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    2 votes

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  2. For example, one signer has to take action twice (separately) within the same document. To demonstrate this example, here is the signing order: Signer 1 > Signer 2 > Signer 1 > Signer 3.
    Info/signatures are required from Signer 1 and 2 prior to Signer 1 being able to fill out their second portion of the document before Signer 3 receives it. I haven't had success in developing this yet, as I have been unable to successfully have one signer able to receive the document twice in the workflow.

    7 votes

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  3. 1 vote

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  4. Ability to populate variables with fields' values.

    3 votes

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  5. View a list of all unused variables within the account

    1 vote

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  6. 1 vote

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  7. Ability to use line items from CRM as a variable for smart content.

    1 vote

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  8. Different colors for dropdown items

    1 vote

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  9. The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    1 vote

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  10. We would like to be able to add specific styles depending on the variable's value. For example, if the risk exists, it should be displayed in red; if the risk does not exist, it should be displayed in green (an example template is attached)

    2 votes

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  11. copy/paste feature for fields ( not duplicating or multiselect)

    3 votes

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  12. 2 votes

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  13. negative and positive sign for Numbers only - fillable fields validation

    2 votes

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  14. 1 vote

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  15. Conditional Fields - only show certain drop-down options for another field

    2 votes

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  16. Conditional fields - automatically fill out the value of another field

    3 votes

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  17. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    3 votes

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  18. 2 votes

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  19. 1 vote

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  20. word wrap option - Dropdown field

    3 votes

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