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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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455 results found

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

    9 votes

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  2. 9 votes

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  3. 9 votes

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  4. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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  5. Within the Signature Block, add a type property, with a new option of click-wrap, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and…

    8 votes

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  6. 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

    8 votes

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  7. 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.

    8 votes

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  8. SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    8 votes

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  9. Be able to see the document expiration date variable filled in document before sending

    8 votes

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  10. optional items for a dropdown field

    8 votes

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

    8 votes

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  12. 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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  13. 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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  14. My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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  15. 8 votes

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  16. Ability to duplicate multiple fields at once

    7 votes

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  17. Auto fill repeating fields - signature and initials fields

    7 votes

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  18. Ability to add signature field without assigned recipient.

    7 votes

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  19. Ability to customize system variables like the document reference number to make it shorter.

    7 votes

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  20. Make it easy to identify the Required fields over optional fields. Especially for documents that have a lot of fields within them.

    7 votes

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