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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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582 results found

  1. To be able to use variable to auto-populate names of the signers added in the recipient group

    4 votes

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

    4 votes

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  3. 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. 4 votes

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  10. The client wants to be able to rotate the signature box so he can put it on the side, vertically

    4 votes

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  11. 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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  12. Ability to update a signer without clearing all the fields.

    4 votes

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  13. 4 votes

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  14. 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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  15. Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    4 votes

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

    4 votes

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

    4 votes

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  18. 4 votes

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  19. 4 votes

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