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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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565 results found

  1. Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables

    63 votes

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  2. the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.

    5 votes

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  3. Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.

    4 votes

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  4. 2 votes

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  5. To have the option to hide text fields for a specific document role. For example, show specific fields only to the Signer role first. After the document is signed, the Receiver role will see these fields.

    2 votes

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  6. We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.

    2 votes

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  7. Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template

    2 votes

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  8. I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.

    2 votes

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  9. Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name

    2 votes

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  10. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    2 votes

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  11. a variable that would allow us to display the document currency on the document

    2 votes

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  12. I'd like to change variable date format on separate templates/ documents that will override the general settings

    3 votes

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  13. Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.

    2 votes

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  14. The Radio button should have an option to allow multiple selection.

    1 vote

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  15. autofill the recipient's location in the fields

    2 votes

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  16. Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.

    My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…

    2 votes

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  17. Option to have MM/DD/YY format instead of MM/DD/YYYY

    2 votes

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  18. Collect and Encrypt credit card details with Chase payments through Salesforce

    2 votes

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  19. Objective:
    Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.

    Feature Description
    This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.

    Example Use Case:
    A user creates a link in a document with the URL:
    https://example.com?user={FirstName}&doc={DocumentID}

    When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.

    How It Works:
    Variable Definition:…

    3 votes

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  20. Ability to apply capitalization rules within our variables. Example:

    The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
    Later in the document, the insertion and last name should both appear in capital letters.

    4 votes

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