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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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531 results found

  1. Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful

    1 vote

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  2. As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    5 votes

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  3. 2 votes

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  4. The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.

    2 votes

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  5. Feature Request: Enforce Birth Year Rules for Date Fields

    Title: Enforce Birth Year Rules for Date Fields

    Description:
    Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.

    Benefits:

    Reduces data entry errors
    Saves time on manual corrections
    Enhances user experience with better form validation
    

    Current Workarounds and Limitations:

    Setting the date field to "Past Dates" helps but doesn't fully prevent errors.
    Using a text
    1 vote

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  6. The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.

    2 votes

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  7. 2 votes

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  8. Conditionals based on the document status

    2 votes

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  9. Smart content: ability to add into the footer

    2 votes

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  10. Customer would like to have an option to delete all info on the fields all at once.

    2 votes

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  11. Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    2 votes

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  12. Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required

    2 votes

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  13. Ability to select the field that the recipient will be taken to first.

    1 vote

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  14. Remove stripes from fields using conditional logic

    2 votes

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  15. 2 votes

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  16. autofill date field with sending date/date sent

    2 votes

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  17. when uploading a document with form fields, make the fields require

    2 votes

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  18. 2 votes

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  19. When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    1 vote

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  20. Card details field - option to add more fields to fill in additional card information

    2 votes

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