Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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

    484 votes

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  2. Auto-populate the date field / variable based on the date the document is signed

    358 votes

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  3. Fill Out Field Once & Auto-populate Across All Instances

    313 votes

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  4. To be able to modify the format of the Document.CreatedDate variable (token).

    273 votes

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  5. Ability multiselect for blocks and fields with bulk actions

    186 votes

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  6. 142 votes

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  7. Ability to change the color of the fillable fields

    94 votes

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  8. 91 votes

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  9. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    70 votes

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  10. 58 votes

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  11. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    52 votes

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  12. Allow for information put into fields to be exported as a CSV or Excel file.

    51 votes

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  13. Ability to add varibles in columns that are not just plain text so that they can be multiplied.

    46 votes

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  14. Automatic calculations in tokens/fields (E.G. Document.CreatedDate + 7 Days).

    42 votes

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  15. Automatically download the attachments when opening the fiels added to collect files field

    27 votes

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  16. Set a character limit in text boxes (fields).

    26 votes

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  17. Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    24 votes

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  18. have a field that multiple people can edit.

    23 votes

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

    Be able to tab through ALL fields not just required fields.

    22 votes

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  20. 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.

    19 votes

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