Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    12 votes

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  2. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document

    12 votes

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  3. use variables in fillable text fields

    11 votes

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  4. For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    11 votes

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  5. change variable according to the information inserted in the field by a recipient

    11 votes

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  6. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    11 votes

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  7. Placeholder for checkbox field.

    11 votes

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  8. 10 votes

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  9. The option to calculate percentage of a particular number.

    10 votes

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  10. 10 votes

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  11. An option to save custom variables / tokens to be used across templates.

    10 votes

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  12. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    10 votes

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  13. Automatically place signature field on every page by dropping it once

    10 votes

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  14. display fields when downloaded (recipient view) without signature

    10 votes

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  15. Signature cannot be placed until all required fields are completed

    9 votes

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  16. Ability to reassign fields on a sent EV2 document without having to revert it back to Draft

    9 votes

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  17. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    9 votes

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  18. move the other placeholders when text fields expand when the multi-line is enabled

    9 votes

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  19. ability to add items to dropdown field in bulk

    9 votes

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  20. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    8 votes

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