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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 14 votes

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  2. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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  3. Auto fill repeating fields - signature and initials fields

    13 votes

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

    13 votes

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  5. It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
    Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.

    • specifically to select fields...not all fields.
    12 votes

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  6. Assign custom fields to columns in the Price Table

    12 votes

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  7. 12 votes

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  8. 12 votes

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  9. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    11 votes

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  11. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    11 votes

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  12. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    11 votes

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  13. Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    11 votes

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  14. Drag radio buttons from one page to another (for options that are one page long each)

    11 votes

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  15. Automatically align selected fields

    11 votes

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  16. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    11 votes

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  17. 11 votes

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  18. availability to set some fields as "not required" by default

    11 votes

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  19. Ability to choose if a signature is to the left, centered, or to the right.

    11 votes

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  20. Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    11 votes

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