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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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338 results found

  1. 20 votes

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  2. 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.

    4 votes

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  3. 11 votes

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  4. 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'.

    7 votes

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

    4 votes

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

    2 votes

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

    2 votes

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  8. It seems that PandaDoc is lacking a variable "insert image here", which is a crucial matter in regard to legal issues (for e.g. insurance companies, lawyers etc) as missing photos inside that document: Missing visible evidence.

    Example (logistics):
    During an inspection of loading of sea containers, a lot of issues need to be checked. We have an inspection form.

    For some checks, photos (evidence) are required.

    Not as attachments, but inside the form!

    Photos of the condition of outside walls, for example (front, left side, back, right side; no dents, no damage).
    That need to be declared, and photos should be…

    1 vote

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

    9 votes

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  10. Document.CreatedDate variable shows yesterday's date as it follows only the UTC timezone by default. Option to select timezone settings for the Document.CreatedDate system variable

    2 votes

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  11. yes or no option as a fillable field

    2 votes

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  12. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    2 votes

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  13. Download the PDF with the assignee information beside the fillable fields

    2 votes

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  14. For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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  15. 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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  16. Conditional fields for content library

    2 votes

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  17. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    2 votes

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  18. Fonts for signatures - Added font options for SIgntaure

    7 votes

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  19. Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.

    1 vote

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  20. 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

    1 vote

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