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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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306 results found

  1. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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  2. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    13 votes

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  3. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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  4. Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    13 votes

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  5. 13 votes

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  6. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    12 votes

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  7. Assign custom fields to columns in the Price Table

    12 votes

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  8. 12 votes

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  9. 12 votes

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  10. Ability to add signature field without assigned recipient.

    11 votes

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  11. Ability to customize system variables like the document reference number

    11 votes

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  12. Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    11 votes

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  13. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel

    11 votes

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  14. Automatically align selected fields

    11 votes

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  15. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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  16. 11 votes

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  17. Ability to choose if a signature is to the left, centered, or to the right.

    11 votes

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  18. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    10 votes

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  19. When uploading a PDF document as a template improve field recognition.

    10 votes

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  20. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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