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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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322 results found

  1. I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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  2. 2 votes

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  3. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    8 votes

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  4. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    7 votes

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  5. Option to setup formatting for date field that includes hours and minutes

    1 vote

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  6. Ability to sign more than 1 page with signature field in one go or click.

    1 vote

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  7. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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  8. 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.

    11 votes

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  9. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  10. Ability to set a required number of characters for fields

    6 votes

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  11. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    5 votes

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  12. Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.

    1 vote

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  13. 1 vote

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  14. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    6 votes

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  15. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    5 votes

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  16. Ability to add signature field without assigned recipient.

    9 votes

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  17. Ability to update a signer without clearing all the fields.

    3 votes

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  18. Allow recipient to change information if it's incorrect from Saleforce variables.

    3 votes

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  19. 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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  20. Ability to set the signature field with a send back formatting feature so both the signature line and the signature can be visible for both signatories.

    1 vote

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