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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. dropdown field - option to change font

    2 votes

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  3. 1 vote

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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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.

    5 votes

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  9. yes or no option as a fillable field

    2 votes

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  10. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    1 vote

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  11. 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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  12. Keyboard shortcuts to fill in fillable fields

    1 vote

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  13. Reset signature field even if it was set before document is sent.

    1 vote

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

    2 votes

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

    2 votes

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  16. ability to use *** as a placeholder.

    1 vote

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  17. Conditional fields for content library

    2 votes

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

    4 votes

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  19. At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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  20. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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