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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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338 results found

  1. 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.

    9 votes

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

    9 votes

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  3. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    9 votes

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  4. At the moment Fields' values are lost when a document is downloaded as .docx

    9 votes

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  5. 9 votes

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  6. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    9 votes

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  7. Drop-down field with the possibility of selecting several options.

    9 votes

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

    9 votes

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  9. ability to add items to dropdown field in bulk

    9 votes

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

    8 votes

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  11. 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.

    8 votes

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  12. 8 votes

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  13. availability to set some fields as "not required" by default

    8 votes

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  14. Use excel to fill variables

    8 votes

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  15. 8 votes

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  16. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  17. Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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

    8 votes

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  19. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    7 votes

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  20. Fonts for signatures - Added font options for SIgntaure

    7 votes

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