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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Make the forms so that when placing the signature block on the page the signature doesn't lock into a random line that doesn't line up with actual signature line and change the default signature font size to 12 instead of 15 so it fits on most forms.

    1 vote

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  3. Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.

    2 votes

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  4. 1 vote

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  5. Have the ability to move the signature to the side of the Signature Field. Its current default is at the center of the field.

    2 votes

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  6. Ability to hide text blocks (not just variables) if the associated CRM-mapped variable is empty, to avoid showing incomplete or blank fields in client-facing documents.

    2 votes

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  7. Add a system variable that automatically populates the document renewal date.

    2 votes

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  8. To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg

    2 votes

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  9. Please add the feature where you can set a date field to X BUSINESS days after the signing date. Right now it adds that number of days but we need the ability to exclude weekends and holidays.

    Thanks!

    10 votes

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  10. Option to have "Agree" field that would count as a signature (in case there is no signature field in the document)

    1 vote

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  11. I would like to be able to require a field only if another field has a specific value. Example: If a dropdown field = Yes, then require another field to be filled out.

    1 vote

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  12. A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?

    For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).

    We might not be able to maintain/honor our current pricing that far in advance.

    5 votes

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  13. Ability to Bulk Update Date Field Settings Across All Templates/documents

    2 votes

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  14. Add an option to link conditional fields to payment. For example, if the user selects 'Yes', they proceed to payment; if 'No', the document will be completed without payment.

    3 votes

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  15. I need to filter the documents by Hubspot properties

    2 votes

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  16. 2 votes

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  17. To have the option to hide text fields for a specific document role. For example, show specific fields only to the Signer role first. After the document is signed, the Receiver role will see these fields.

    2 votes

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

    1 vote

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  19. 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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  20. 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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