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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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563 results found

  1. The Radio button should have an option to allow multiple selection.

    1 vote

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  2. We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.

    2 votes

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  3. the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.

    5 votes

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  4. Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template

    2 votes

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  5. I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.

    2 votes

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  6. Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name

    2 votes

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  7. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    2 votes

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  8. a variable that would allow us to display the document currency on the document

    2 votes

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  9. Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.

    2 votes

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  10. Use the card details field for another payment processor like Whop.

    1 vote

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  11. Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.

    My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…

    2 votes

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  12. Option to have MM/DD/YY format instead of MM/DD/YYYY

    2 votes

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  13. Collect and Encrypt credit card details with Chase payments through Salesforce

    2 votes

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  14. Integrate with JetPay payment gateway

    1 vote

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  15. Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.

    4 votes

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  16. It would be extremely helpful when you have Conditional Logic, to have the ability to have more than one rule apply to applicable options. For example, when selecting an option with radio buttons, it prompts the person to fill out a secondary radio button selection based on their first selection. It would be helpful to have a SECOND rule where when the person selects that first option, they ALSO have to fill out the text field.

    1 vote

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  17. When a variable is filled in, a website link is added automatically via automation.

    2 votes

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  18. It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit

    1 vote

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  19. Ability or option not to automatically change the fields names on template and document bundling.

    1 vote

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  20. eg - CompanyName (field) pre-populates with Company.Name (variable) and variable updates when field changes.

    PandaDoc's "AI" bot tool gives the below instructions (which are wrong) to do this. But it would be great if this actually worked.

    --
    Yes, you can create a field in your PandaDoc template that prepopulates with the Company.Name variable and allows the client to edit it, updating the variable throughout the document. Here's how:
    In your template, go to the Variables tab and find the Company.Name variable.
    Copy the variable name without square brackets.
    Click on a field in your template and select 'Properties' on…

    1 vote

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