Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    338 votes

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  2. Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked

    6 votes

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  3. have a field that multiple people can edit.

    14 votes

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  4. upload csv/excel as an editable content

    7 votes

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  5. Conditional logic for the forms.

    8 votes

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  6. Auto-populate the date field / variable based on the date the document is signed

    170 votes

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  7. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    17 votes

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  8. If then logic around content from the content library and the pricing table

    248 votes

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

    5 votes

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  10. It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.

    3 votes

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  11. While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.

    3 votes

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  12. Be able to customize the look and field of a reminder e-mail and set exactly how many days you would like in between reminders. Ideally, we would like to send reminders every day.

    8 votes

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  13. Availability to edit a document after it was sent out and save the changes.

    24 votes

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  14. ability to select signature type for specific templates/documents

    11 votes

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  15. To be able to modify the format of the Document.CreatedDate variable (token).

    197 votes

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  16. ability to add adobe fonts

    4 votes

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  17. 11 votes

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  18. Ability to work with the document offlie, similar to google document

    5 votes

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  19. Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    171 votes

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  20. if a box is checked (or a drop down menu is selected for Yes), then a signature is required. If the box is not checked (or the drop down menu is selected for No) then no signature is required.

    2 votes

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