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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. Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    7 votes

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  3. 7 votes

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  4. 7 votes

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  5. 7 votes

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  6. page number variables ev2

    7 votes

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  7. 7 votes

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  8. 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.

    6 votes

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

    6 votes

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

    6 votes

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  12. 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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  13. 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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  14. download signature only from the document

    6 votes

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  15. change custom variable format

    6 votes

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  16. 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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  17. 6 votes

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  18. 6 votes

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  19. 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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  20. full name variable instead of first name and last name separately

    6 votes

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