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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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539 results found

  1. 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

    16 votes

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  2. Placeholder for checkbox field.

    16 votes

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  3. 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'.

    15 votes

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  4. Collect files field has option to show the file, like in Ev1. attach files can be viewed

    15 votes

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  5. Use excel to fill variables

    15 votes

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

    15 votes

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

    14 votes

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

    14 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. 14 votes

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  10. 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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  11. 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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  12. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    13 votes

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  13. 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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  14. 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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  15. 13 votes

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  16. It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
    Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.

    • specifically to select fields...not all fields.
    12 votes

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  17. Drag radio buttons from one page to another (for options that are one page long each)

    12 votes

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  18. 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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  19. Assign custom fields to columns in the Price Table

    12 votes

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  20. 12 votes

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