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Ideas to Improve PandaDoc

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42 results found

  1. Mandatory fields

    make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    There is a way to make a field "Required" without assigning it to a role or recipient. Please see the file attached for more information.


    Have a great day! 

  2. More fields in template embedding to gather information from clients

    More fields in template embedding to gather information from clients

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