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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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532 results found

  1. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    3 votes

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  2. to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

    3 votes

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  3. 3 votes

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  4. 3 votes

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  5. 3 votes

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  6. 3 votes

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  7. 3 votes

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  8. Warn document creators that information required by them for fields is missing when sending documents.

    3 votes

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  9. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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  10. 3 votes

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  11. 3 votes

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  12. Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token

    2 votes

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  13. Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:

    1. You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
    2. You also have a CLI, that also has some date fields that you want to link to the fields in the original document.

    3. Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…

    2 votes

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  14. In Auto-place PDF form fields fields - allow the ability to select only specific form fields to populate in the uploaded PDF in PandaDoc

    2 votes

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

    2 votes

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  16. Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)

    2 votes

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  17. Option to link fields in case the condition is applied:
    I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field

    2 votes

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  18. 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.

    2 votes

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  19. 2 votes

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  20. The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.

    2 votes

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