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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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295 results found

  1. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    3 votes

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  2. Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.

    3 votes

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  3. It would be extremely helpful when you have Conditional Logic, to have the ability to have more than one rule apply to applicable options. For example, when selecting an option with radio buttons, it prompts the person to fill out a secondary radio button selection based on their first selection. It would be helpful to have a SECOND rule where when the person selects that first option, they ALSO have to fill out the text field.

    3 votes

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  4. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    3 votes

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  5. Group a set of fields and require the recipient to fill in one

    3 votes

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  6. Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    3 votes

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  7. Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    3 votes

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  8. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    3 votes

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  9. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  10. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    3 votes

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  11. If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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  12. 3 votes

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  13. Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.

    3 votes

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  14. Conditional rule can be set up on date field

    3 votes

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  15. The option to see how many fields were assigned to a specific recipient.

    3 votes

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  16. Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    3 votes

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  17. To set up a default value in the field

    3 votes

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  18. 3 votes

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  19. Ability to set a default value of a space for custom variables?

    3 votes

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  20. Want to delete all instances of a variable in 1 click instead of removing them all manually.

    3 votes

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