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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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354 results found

  1. Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.

    1 vote

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  2. 1 vote

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

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  4. Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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  5. Ability to set the signature field with a send back formatting feature so both the signature line and the signature can be visible for both signatories.

    1 vote

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  6. 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.

    1 vote

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  7. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    1 vote

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    • Will allow the user to set his preferred conditions.

    i need to make a conditional field
    2 radial buttons, 1) Agree 2) Do Not Agree
    IF Button 1 (Agree) = True then Allow Signature Line, IF Button 2 (Do Not Agree) = No signature lines, unable to complete doc
    basically, an agree/not agree to the terms

    1 vote

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  8. We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful

    1 vote

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  9. when you send a document, date doesn't show properly

    1 vote

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  10. Ability to capture recipient name together with signature field.

    1 vote

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  11. Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.

    1 vote

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  12. 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.

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    1 vote

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

    1 vote

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  17. Add TITLE and NAME to the premade content boxes as fast options. Current feature in Docusign that is hugely helpful.

    1 vote

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  18. 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

    1 vote

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  19. 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…

    1 vote

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