Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. We need a type of variable that we could insert in our templates that could be updated without the need of manually doing it one by one. This applies to contact details and company info which is most likely constant across all documents. Just realized this when I need to update 50 templates just because of a recent address change.

    2 votes

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  2. Collect files field has option to show the file, like in Ev1.

    2 votes

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  3. When a text field is selected for a customer to fill out the label says "Enter Value" to save any confusion with a lay person it would be better if the label said "Type Here"

    1 vote

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  4. With docusign, when a customer finishes their e signature file, the files are returned as .pdf files, which are very easily forwarded to another email address, for instance if they needed to be sent into an office for processing. Having to download the signed documents from a link, then save them to a file, then forward them again, is time consuming and inefficient.

    1 vote

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  5. Ability to apply negative spacing on text.

    1 vote

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  6. Check the Box will make the text field next to it as a requirement.

    1 vote

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  7. A system variable for "today's date" -- populates on load of the doc. if multiple signers, it populates on each load of the doc.

    1 vote

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  8. Select a group of Checkbox fields, and make them into one group. Then, Recipient can only select one Checkbox field in the entire group. Docusign has this feature and makes it easy for Recipients to avoid errors on state forms where Checkboxes are needed - https://support.docusign.com/en/guides/ndse-user-guide-checkbox-fields

    1 vote

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  9. We have a client from Canada where their postal code have letters. However the field selected as postal code, only allows numbers, would be nice to have a third option(USA, USA +4 and a new one USA +4 and letters)

    1 vote

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  10. Files can be drag and dropped into a collect files field

    1 vote

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  11. Forms can be uploaded as a static document, without signing/sending features.

    1 vote

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  12. 1 vote

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  13. A single row table would be very helpfull for a sum on a quate

    1 vote

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  14. 1 vote

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  15. Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.

    1 vote

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  16. 1 vote

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  17. Option where more than one item can be selected from dropdown.

    2 votes

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  18. Some forms have a YES or NO box and I don't want the client to be able to miss one, and I cannot require that both be checked. Being able to require 1 of 2 boxes, or 2 of 4 boxes, just for example, would be helpful.
    Example: Male vs Female (I know there are more options now, but the form I have to use only has this)
    Medical forms with YES or NO required for each question.

    1 vote

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  19. Users changing to the document editor 2.0 need option to bulk update templates and documents currency as it seems to automatically change to the default USD

    2 votes

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  20. It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    1 vote

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