Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. For longer applications in PandaDoc it would be a better user experience if you could turn on tabbing to both required and optional fields.

    11 votes

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  2. We need a variable for when a document is submitted to a receiver. For example. this date variable would be used in the cover letter or the agreement effective date. It would be populated with the date the document is sent to the recipient.

    The second date variable/field is Signature Date. This date would be populated with the date a person signs the document. This field would be associated with the signer of the document and populated automatically when they sign the document.

    10 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  3. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    9 votes

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  4. It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    6 votes

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  5. ZIP code UK format or International in the Text Field

    5 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  6. ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out

    4 votes

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  7. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    4 votes

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  8. , I have created a multi option field in PD and dependent on the options selected, I want to add the relevant content in the needed section of my template (part of the ordinary table).

    3 votes

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  9. for example, if we wanted the recipient to enter an exactly 6-digit number in a given field or IBAN.

    3 votes

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

    3 votes

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  11. 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.

    3 votes

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  12. 3 votes

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  13. A one-click sign all button

    3 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    3 votes

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  14. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  15. Namable Calculated fields

    It would Be Helpful to have Field that could do simple Math and Logic, that can be named

    Sample name
    [customCalc.Deposit]

    simple math :
    =[Price Table 1.Total] * 0.10

    logic: JS shorthand to set up a Max Down Payment of $1000 or less

    =[Total] > 10,000 ? 1000 : [Total]*0.10

    =[Total] <= 0 ? 0 : [Total]

    Hiding some of these field would help too.

    Named Buttons would be helpful

    Veteran Discount [Vet] = 1 or 0

    [customCalc.vetDiscount] = [Total](0.07[vet]) simple Boolean Math based on button state

    vet discount button state : set = 7000 …

    2 votes

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  16. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    2 votes

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  17. A way to remove the optional indicator signers see when they hover their cursor over an optional field.

    2 votes

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

    2 votes

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    0 comments  ·  Fields  ·  Admin →
  19. 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

    2 votes

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    1 comment  ·  Fields  ·  Admin →
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