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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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572 results found

  1. 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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  2. 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!

    7 votes

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  3. 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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  4. 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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  5. 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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  6. Ability to Bulk Update Date Field Settings Across All Templates/documents

    2 votes

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  7. Option to link conditional fields to payment

    3 votes

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  8. I need to filter the documents by Hubspot properties

    2 votes

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  9. 2 votes

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

    1 vote

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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. a variable that would allow us to display the document currency on the document

    2 votes

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

    1 vote

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