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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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  2. We need to tab through variables quickly
    Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.

    4 votes

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  3. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    4 votes

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  4. 4 votes

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  5. 4 votes

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

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  6. ability to use pricing tables profit&margin variables

    4 votes

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  7. some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal

    4 votes

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  8. Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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  9. Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term

    3 votes

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  10. To be able to use variable to auto-populate names of the signers added in the recipient group

    3 votes

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  11. Support images in variables. Option to have variables for images

    3 votes

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  12. Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.

    3 votes

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  13. when uploading a document with form fields, make the fields require

    3 votes

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  14. If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.

    3 votes

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  15. Make the document auto-numbering per client basis:

    Ideally, we would want our templates to be aware of the 2nd sequence across all templates. So if we used Template A for a SOW today, it would show SOW 1. If we used Template B for a SOW tomorrow, it would know customer already had SOW 1 on another template.

    CustomerX first SOW to be SOW 1, their 2nd SOW to be SOW 2

    3 votes

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  16. The ability to have conditional logic on text block not just text fields.

    3 votes

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  17. Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    3 votes

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  18. 3 votes

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  19. The ability to create custom fillable fields

    3 votes

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