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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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295 results found

  1. 30 votes

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  2. 14 votes

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  3. 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'.

    9 votes

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  4. To have the radio button field to have multiple optional item like the pricing table sections.

    10 votes

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  5. Fonts for signatures - Added font options for SIgntaure

    12 votes

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  6. 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
    10 votes

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  7. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    8 votes

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  8. Set up checkboxes with logic to select at least one for W9 forms.

    "Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"

    4 votes

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  9. Automatically align selected fields

    5 votes

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  10. Add expiration date for credit card purposes. Month and year only on the date format dropdown.

    Month/Year

    3 votes

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  11. The variables should also support drop-down fields with fixed values that are set by the sender.

    2 votes

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  12. remove all required fields at once

    6 votes

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  13. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    3 votes

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  14. Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.

    2 votes

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  15. 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.

    8 votes

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  16. Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.

    It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:

    {signature.client_1}

    2 votes

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  17. i just want to have to fill out a couple fields before sending the doc like a highlight place holder. so i cant have my employees send out the document and know what text they have to change before sending it out? Like pay rate, start date, schedule etc

    2 votes

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

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

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  19. 2 votes

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  20. Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.

    "How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?

    I want to add a field that my staff must enter before they are able to send off the document to be signed."

    2 votes

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