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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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564 results found

  1. 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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  2. 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. 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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  7. 3 votes

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  8. 2 votes

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  9. To have the option to hide text fields for a specific document role. For example, show specific fields only to the Signer role first. After the document is signed, the Receiver role will see these fields.

    2 votes

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  10. We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.

    2 votes

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  11. Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template

    2 votes

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  12. I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.

    2 votes

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  13. Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name

    2 votes

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  14. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    2 votes

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  15. a variable that would allow us to display the document currency on the document

    2 votes

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  16. Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.

    2 votes

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  17. Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.

    My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…

    2 votes

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  18. Option to have MM/DD/YY format instead of MM/DD/YYYY

    2 votes

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

    2 votes

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  20. When a variable is filled in, a website link is added automatically via automation.

    2 votes

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