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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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299 results found

  1. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    16 votes

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  2. 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!

    23 votes

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  3. Ability to add signature field without assigned recipient.

    11 votes

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  4. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    8 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

    10 votes

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  6. 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.

    8 votes

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

    11 votes

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  8. 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.

    8 votes

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  9. I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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  10. 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!

    7 votes

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

    6 votes

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  12. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel

    12 votes

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  13. 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.

    11 votes

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  14. 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.

    4 votes

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  15. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    18 votes

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

    3 votes

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  17. Ability to update a signer without clearing all the fields.

    4 votes

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  18. The client wants to be able to rotate the signature box so he can put it on the side, vertically

    3 votes

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  19. fillable fields for internal use only - hide fields from customers or recipients

    9 votes

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  20. 4 votes

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