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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. 5 votes

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  4. 5 votes

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  5. Set multiline text settings for fields in bulk

    5 votes

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  6. 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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  7. 5 votes

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  8. The ability to create custom fillable fields

    4 votes

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  9. Option to copy and paste fields/variables from one template to a new template

    4 votes

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  10. Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.

    4 votes

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  11. 4 votes

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

    4 votes

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

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

    4 votes

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

    4 votes

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

    4 votes

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  17. 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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  18. 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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  19. Ability to update a signer without clearing all the fields.

    4 votes

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