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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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571 results found

  1. It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:

    Favorite Color
    - blue
    - green
    - yellow
    - red
    - ENTER-YOUR-OWN-VALUE -

    ... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.

    5 votes

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  2. a variable that autopopulates when the document was paid

    5 votes

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  3. An ability to add decimals in the "Numbers only" text field

    5 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    5 votes

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  4. some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal

    5 votes

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  5. Re-orient "required" tag for fields so it doesn't overlap text on doc

    5 votes

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  6. If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.

    5 votes

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  7. Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.

    5 votes

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  8. 5 votes

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  9. 5 votes

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  10. Set multiline text settings for fields in bulk

    5 votes

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  11. After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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  12. 5 votes

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  13. Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.

    4 votes

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  14. I'd like to change variable date format on separate templates/ documents that will override the general settings

    4 votes

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  15. Objective:
    Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.

    Feature Description
    This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.

    Example Use Case:
    A user creates a link in a document with the URL:
    https://example.com?user={FirstName}&doc={DocumentID}

    When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.

    How It Works:
    Variable Definition:…

    4 votes

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  16. Ability to apply capitalization rules within our variables. Example:

    The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
    Later in the document, the insertion and last name should both appear in capital letters.

    4 votes

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  17. We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

    If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.

    We would like…

    4 votes

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  18. When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    4 votes

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  19. 4 votes

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