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Ideas to Improve PandaDoc: Document Editing & Design

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Conditional fields

if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fields

radio buttons with conditional logic

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AdminValeria Pochapskaya (Admin, PandaDoc) shared this idea  ·   ·  Admin →

17 comments

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  • Gizem Kocak commented  · 

    Really need! DocuSign had this and we used often to help guide users through our more cumbersome sales agreements, and for some HR docs with multiple fields that we send to new hires.

  • Matt Nugent commented  · 

    Healthcare New Patient Form. If you're signing for someone else, then you must fill in these fields.

  • Zack Daly commented  · 

    My firm specifically wants this feature for payment forms. A drop-down field for payment method with the choices, "ACH," or "Credit/Debit." By choosing "ACH," only the relevant fields for electronic check payment will be required. Vice versa for Credit/Debit.

    The ability to hide/unhide fields along with required/not required would also be great, but it is very important to us to provide our clients the option to choose payment method, and also be able to require specific fields. We have run into many issues with our clients either skipping fields, or the payment form entirely, since I am unable to make any of the fields required.

    Thank you for implementing conditional logic as soon as you can!

  • Nani Ancheta commented  · 

    conditional form: show additional questions depending on the of the signer

  • Jillian Chamberlain commented  · 

    Allow users the ability to validate a series of checkboxes to make at least one in the series required. For example. A client wants recipients to select at least one checkbox to identify their race.

  • Natasha Santiago commented  · 

    So, we have Premier & Elite Retailers. The idea would be to have a check box or dropdown where client selects the option that corresponds to them, and then pandadoc populates the information required for that options

  • Reginald Greyling commented  · 

    Allow dropdown boxes to alter the content of other dropdown boxes or blocks, making documents and forms more dynamic.

    An example of this is a registration form for Internet services at a complex. The first dropdown box will allow the recipient to select the complex they are registering Internet services at, which will alter the content of the “Unit” dropdown box which has the complex’s unit numbers pre-populated.

  • AdminRyanne Doumet (Admin, PandaDoc) commented  · 

    From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

  • Yana Martynenko commented  · 

    Drop-down fields dependencies. If you choose something in the first drop-down field, the second one shows you only the options that are related to the selected item. F.i. you choose in the first drop-down USA and the second one automatically shows you only states that are in the USA.

  • Mike Turke commented  · 

    when making a selection in a drop down trigger to insert a value into an item into the document and or insert a line into a pricing table

  • Mike Turke commented  · 

    clickwrap feature like docusign. basically a terms and conditions field or pop up that allows recipients to click "I agree"