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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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322 results found

  1. 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.

    11 votes

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  2. 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.

    8 votes

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  3. Ability to add signature field without assigned recipient.

    9 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

    7 votes

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  5. 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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  6. 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

    8 votes

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

    9 votes

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

    6 votes

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  9. 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.

    6 votes

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

    8 votes

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  11. 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!

    7 votes

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  12. 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.

    5 votes

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  13. 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!

    5 votes

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

    6 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.

    4 votes

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  16. 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.

    9 votes

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  17. Make it easy to identify the Required fields over optional fields. Especially for documents that have a lot of fields within them.

    8 votes

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  18. 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
    31 votes

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  19. lock down these variables so they cannot be edited within PandaDoc

    8 votes

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

    3 votes

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