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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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531 results found

  1. display credit card details field conditionally based on the payment method field data

    1 vote

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  2. The "Select all" checkbox should automatically check all other options

    1 vote

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  3. The customer would like to set fields as mandatory or not based on the answers provided in other fields.

    1 vote

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  4. 1 vote

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  5. We are attempting to create a document to sign, the TFN form is a good example, the issue is the boxes dont line up the way we want them to. We want boxes to be typed in individually but it does not seem panda dox can do this?

    1 vote

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  6. This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  10. 1 vote

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  11. Customer would like to have the ability to maintain the placement of the variables when they change the page of a file

    1 vote

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  12. several rules for 1 drop box

    1 vote

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  13. 1 vote

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  14. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    1 vote

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  15. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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  16. The ability to create custom fillable fields

    1 vote

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  17. The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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  18. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    1 vote

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  19. Is it possible to create text boxes that appear only if a specific radio button is selected? I want follow-up questions to appear only when necessary to reduce clutter.

    I can't use this method since there is too much whitespace when the follow-up questions aren't there and the conditional text boxes can be edited by the signer. How can I get around this?

    1 vote

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  20. 1 vote

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