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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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383 results found

  1. 8 votes

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  2. 30 votes

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  3. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    4 votes

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  4. 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.

    3 votes

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  5. 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

    4 votes

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  6. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    4 votes

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  7. Ability to add signature field without assigned recipient.

    4 votes

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  8. option to use recipient information such as first and last name as document title

    4 votes

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  9. 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.

    7 votes

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  10. Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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  11. audit trail link or option within the signature field - before or after the recipient signs the field

    2 votes

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

    4 votes

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  13. dropdown field - option to change font

    5 votes

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  14. Ability to fill in variables on the template level

    3 votes

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  15. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    2 votes

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  16. Ability to set a required number of characters for fields

    2 votes

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  17. 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!

    3 votes

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  18. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    2 votes

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  19. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    3 votes

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  20. Conditional fields for content library

    6 votes

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