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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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69 results found

  1. Footer/Header - Ability to add signature fields, text fields.

    The ability to add fields on footer such as text field or signature fields.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  2. Ability to duplicate multiple fields at once

    Ability to duplicate multiple fields at once

    10 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. Add default option for Date > Autofill with Signing Date

    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.

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Sync field's values to HubSpot

    The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. Ability to put signature field inside the text block and not just on top of it.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Date fields that automatically mark the date [x] days ahead of the current date or in relation to another date field

    9 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. option to add multiple recipients for a fillable field

    option to add multiple recipients for a fillable field

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  8. Auto-insert recipient information as document title

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

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

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

    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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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  10. Customizable options for field validation

    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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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  11. Add camera facility for the 'collect files' field

    Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  12. Replace signer without editing the document

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  13. Required selection of checkbox out of a group of checkboxes

    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.

    2 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →

  14. text next to radio buttons

    Ability to have a text field attached next to radio buttons.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  15. Option to customize or change the font or font size on fields

    Option to change the font size on fields

    it will allow the user to change the size of fonts on the ifields.

    9 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1

    Many thanks for your time! Have a wonderful day!


  16. Make the next button more clear when completing fields and signing the document

    Make the next button more clear when completing fields and signing the document

    18 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  17. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    Auto-populate the date field / variable based on the date the document is signed.

    New Date Variable: Signature Date

    666 votes

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    72 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

    Signature timestamp.

  18. Signature Certificate when using initials

    We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  19. Can you request to have your designers update the new version to have variables be in order and not alphabetical

    Can you request to have your designers update the new version to have variables be in order and not alphabetical

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. Highlight/ point out unassigned fields in the template/document

    should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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