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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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528 results found

  1. The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.

    1 vote

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  2. 1 vote

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  3. If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.

    3 votes

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  4. The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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  5. The ability to link fields from different documents together.

    2 votes

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  6. Make the document auto-numbering on per client basis.

    2 votes

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  7. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 votes

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  8. 1 vote

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  9. The ability to have conditional logic on text block not just text fields.

    1 vote

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  10. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    1 vote

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  11. Specifically, including system variables that contain text such as the ones generated from Quote Builder blocks (billing frequency: per month, per year, etc.) when localization is applied. Currently, it remains in English even if a different language is selected.

    1 vote

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  12. 1 vote

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  13. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    1 vote

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  14. Document completion date variable

    2 votes

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  15. hide/conceal information in variables if recipients have not yet signed

    2 votes

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  16. option to use Radio Buttons as the source for payments

    2 votes

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  17. expand description in the drop down menu

    1 vote

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  18. display credit card details field conditionally based on the payment method field data

    1 vote

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  19. The "Select all" checkbox should automatically check all other options

    1 vote

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  20. The customer would like to set fields as mandatory or not based on the answers provided in other fields.

    1 vote

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