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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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532 results found

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

    View a list of all unused variables within the account

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Option to automatically generate a text field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Ability to use line items from CRM as a variable

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

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Different colors for dropdown items

    Different colors for dropdown items

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. "Fill In" option retaining Focus in Unfilled Fields

    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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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Styling variables on a document/template

    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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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Copy/paste feature for fields (not duplicating or multiselect)

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

    3 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Add comments to fields

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Negative and positive sign for Numbers only - fillable fields validation

    negative and positive sign for Numbers only - fillable fields validation

    2 votes

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  10. Conditional rule based on the initial field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Conditional Fields - only show certain drop-down options for another field

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

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Conditional fields - automatically fill out the value of another field

    Conditional fields - automatically fill out the value of another field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Skipped Optional Radio Buttons/ Checkboxes Warning

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

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Ability to add custom variables to PD contacts for use as role variables

    2 votes

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  15. Add special characters into fields

    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  16. Word wrap option - Dropdown field

    word wrap option - Dropdown field

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. box type text field

    box type text field - for 1 letter or 1 digit only

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Ability to use/add variables in saved message

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Increase the text field character more than 10,000

    • will allow the user to exceed the 10000 limit
    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Conceal cents on document value variable

    Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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