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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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518 results found

  1. It would be great if I could incorporate variables in a saved message template. For example, I'd like to be able to address the message to the recipient's first name without needing to type it in every time.

    1 vote

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

    1 vote

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  3. 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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  4. 1 vote

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  5. We are attempting to create a document to sign, the TFN form is a good example, the issue is the boxes dont line up the way we want them to. We want boxes to be typed in individually but it does not seem panda dox can do this?

    1 vote

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  6. This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!

    1 vote

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  7. rotate fillable fields - option to rotate fillable fields such as the signature field

    2 votes

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  8. 1 vote

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  9. auto-detect fillable fields that are not yet assigned

    2 votes

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  10. 1 vote

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  11. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  12. 1 vote

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  13. Customer would like to have the ability to maintain the placement of the variables when they change the page of a file

    1 vote

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  14. several rules for 1 drop box

    1 vote

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  15. 1 vote

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  16. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    1 vote

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  17. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    3 votes

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  18. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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  19. Allow empty value on radio button option

    2 votes

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  20. The ability to create custom fillable fields

    1 vote

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