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Ideas to Improve PandaDoc

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  • 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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429 results found

  1. 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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  2. 1 vote

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  3. 1 vote

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

    1 vote

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  5. 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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  6. 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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  7. 1 vote

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  8. 1 vote

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  9. Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    1 vote

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  10. 1 vote

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  11. Keyboard shortcuts to fill in fillable fields

    1 vote

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  12. Reset signature field even if it was set before document is sent.

    1 vote

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  13. ability to use *** as a placeholder.

    1 vote

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  14. At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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  15. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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  16. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  17. It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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