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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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518 results found

  1. Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.

    3 votes

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  2. Ability to restrict field editing and placement on templates/ documents

    3 votes

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  3. The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)

    3 votes

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  4. currently, content blocks can only be adjusted manually from the cover page but it would be helpful if we can make the blocks adjustable through the other pages too.

    3 votes

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  5. automatically expanding while recipients type on it

    3 votes

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  6. bulk way to fill in variables from a Google Sheet

    3 votes

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  7. initials field - customization/personalized/modify

    3 votes

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  8. The option to perform calculations in the PandaDoc text fields.

    3 votes

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  9. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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  10. Ability to update a signer without clearing all the fields.

    3 votes

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  11. Allow recipient to change information if it's incorrect from Saleforce variables.

    3 votes

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  12. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  13. Ability to fill in variables on the template level

    3 votes

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  14. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  15. The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.

    3 votes

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  16. Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page

    3 votes

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  17. Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    3 votes

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  18. From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.

    More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.

    3 votes

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  19. Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.

    3 votes

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  20. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    3 votes

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