Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. remove all required fields at once

    4 votes

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  2. Automatically align selected fields

    2 votes

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  3. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    3 votes

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  4. Fonts for signatures - Added font options for SIgntaure

    3 votes

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  5. Copy the same field assignment from one page to another. (Not duplicating fields)

    2 votes

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  6. When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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  7. Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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  8. Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    2 votes

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  9. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  10. 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.

    4 votes

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  11. 3 votes

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

    4 votes

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  13. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    8 votes

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  14. change custom variable format

    3 votes

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  15. add additional variables that pulls a document's URL address into a template/document/PDF

    1 vote

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  16. 2 votes

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  17. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    2 votes

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  18. 3 votes

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  19. 1 vote

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  20. One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    1 vote

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