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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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528 results found

  1. Move placeholder text outside of the field

    2 votes

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  2. If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. Make pricing table footer fields available for custom mapping

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. Example: Ability to link a checkbox field to a text field.

    1 vote

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  9. We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.

    1 vote

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  10. Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful

    1 vote

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  11. Feature Request: Enforce Birth Year Rules for Date Fields

    Title: Enforce Birth Year Rules for Date Fields

    Description:
    Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.

    Benefits:

    Reduces data entry errors
    Saves time on manual corrections
    Enhances user experience with better form validation
    

    Current Workarounds and Limitations:

    Setting the date field to "Past Dates" helps but doesn't fully prevent errors.
    Using a text
    1 vote

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  12. Ability to select the field that the recipient will be taken to first.

    1 vote

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  13. When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    1 vote

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  14. The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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  15. 1 vote

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  16. The ability to have conditional logic on text block not just text fields.

    1 vote

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  17. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    1 vote

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  18. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    1 vote

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  19. expand description in the drop down menu

    1 vote

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  20. Display Card details field conditionally based on the value of the variable.
    For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.

    1 vote

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