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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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530 results found

  1. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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  2. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  3. Automatically apply sender signature upon sending

    5 votes

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  4. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    2 votes

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  5. Allow more than 365 days to autofill date field

    1 vote

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  6. If a customer signs a document, I would like to gain some extra information from this customer. For instance by providing some fields the customer has to fill or select an option before signing (so mandatory). For example I need to know if this customer wants to be billed monthly or annually but only when the customer agrees and signs, so only then I would like an option for the customer to select one of these options. Is it therefore possible to provide some extra pop-up fields eg when the customer clicks on the signing button?

    1 vote

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  7. 1 vote

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  8. Easier way to replace fields with same shape and size content blocks

    2 votes

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  9. A client has to create a signed ballot, would like to implement a rule to limit the number of checkboxes a user fills out

    1 vote

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  10. A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

    5 votes

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  11. Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)

    1 vote

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  12. The ability to become notified when a recipient marks a specific field with a specific option.

    "For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"

    6 votes

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  13. Ability to have a variable for the current date

    6 votes

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  14. Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.

    4 votes

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  15. Sign all signature fields separately (without automatic filling with the previous signature field's value).

    1 vote

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  16. place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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  17. 4 votes

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  18. Option for the recipient to adjust values in the dropdown as well as select the option

    1 vote

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  19. Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    3 votes

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  20. I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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