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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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531 results found

  1. When uploading a PDF document as a template improve field recognition.

    10 votes

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  2. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  3. The option to draw in PandaDoc from the recipient's side.

    10 votes

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

    10 votes

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  5. Within the Signature Block, add a type property, with a new option of click-wrap, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and…

    9 votes

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  6. Ability to customize system variables like the document reference number

    9 votes

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  7. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    9 votes

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  8. Make it easy to identify the Required fields over optional fields. Especially for documents that have a lot of fields within them.

    9 votes

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  9. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    9 votes

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  10. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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  11. Signature cannot be placed until all required fields are completed

    9 votes

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  12. I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.

    For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.

    I can either:
    a) make a Variable with no dropdown option, or
    b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…

    9 votes

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  13. It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    9 votes

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  14. 9 votes

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  15. 9 votes

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  16. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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  17. Ability to duplicate multiple fields at once

    8 votes

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  18. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    8 votes

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  19. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    8 votes

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  20. lock down these variables so they cannot be edited within PandaDoc

    8 votes

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