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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 7 votes

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  2. Ability to set a required number of characters for fields

    6 votes

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  3. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    6 votes

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  4. option to use recipient information such as first and last name as document title

    6 votes

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  5. Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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  6. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    6 votes

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  7. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    6 votes

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  8. 6 votes

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  9. 6 votes

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  10. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    6 votes

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  11. full name variable instead of first name and last name separately

    6 votes

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  12. The option/button to clear all the fields at once.

    6 votes

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  13. ability to extend a dropdown field as it works with any other fields

    6 votes

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  14. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    6 votes

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  15. The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    6 votes

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  16. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    5 votes

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  17. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    5 votes

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  18. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    5 votes

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  19. Set up checkboxes with logic to select at least one for W9 forms.

    "Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"

    5 votes

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  20. dynamically populate images on the document level from the "collect files" field

    5 votes

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