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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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551 results found

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

    4 votes

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

    4 votes

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

    4 votes

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  4. 4 votes

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  5. 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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  6. 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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  7. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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  8. I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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  9. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    4 votes

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  10. 4 votes

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  11. 4 votes

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

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  12. ability to use pricing tables profit&margin variables

    4 votes

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  13. Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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  14. 4 votes

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  15. 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.

    3 votes

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  16. Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term

    3 votes

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

    3 votes

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  18. Support images in variables. Option to have variables for images

    3 votes

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  19. Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.

    3 votes

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