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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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554 results found

  1. Collect and Encrypt credit card details with Chase payments through Salesforce

    2 votes

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  2. when you fill out a template with an automation, variables produces a website link

    2 votes

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  3. Fill a variable with information from another document in your account

    2 votes

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  4. I'd like to change variable date format on separate templates/ documents that will override the general settings

    2 votes

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  5. autofill the recipient's location in the fields

    2 votes

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  6. Ability to automatically select the value from the dropdown field based on a conditional rule.

    2 votes

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  7. The ability to upload dropdown items rather than manually entering the item value.

    2 votes

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  8. 2 votes

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  9. Ability to expand the radio button from one page to another in case there is a page break

    2 votes

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  10. A way to automatically delete fields from an assignee when removing such assignee/role from the document.

    2 votes

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  11. 2 votes

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  12. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    2 votes

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  13. Option to add a signature field that prompts signers to schedule an appointment with a Notary.

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)

    2 votes

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  15. The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated

    2 votes

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  16. Link two text fields so text continues from one field to another

    2 votes

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  17. Group a set of fields and require the recipient to fill in one

    2 votes

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  18. The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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  19. Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.

    2 votes

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  20. Automatically set quantity at 0 instead of 1 when adding products from the catalog

    2 votes

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