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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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  1. 4 votes

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  2. Conditional fields - automatically fill out the value of another field

    4 votes

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  3. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    4 votes

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    • will allow the user to exceed the 10000 limit
    4 votes

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  4. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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  5. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  6. Ability to input variables whenever an uploaded PDF file in template/document creation.

    4 votes

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  7. In case the client enters a credit card number that's incorrect, be able to validate it.

    4 votes

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  8. Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.

    4 votes

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  9. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  10. Ability to update a signer without clearing all the fields.

    4 votes

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  11. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    4 votes

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  12. The ability to change the properties of fields for all documents, i.e. the "require" option for recipients

    4 votes

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  13. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    4 votes

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  14. Download the PDF with the assignee information beside the fillable fields

    4 votes

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  15. 4 votes

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  16. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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  17. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    4 votes

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  18. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  19. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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