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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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581 results found

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

    4 votes

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  3. 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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  4. ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    4 votes

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

    4 votes

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  6. 4 votes

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  7. 4 votes

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  8. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    4 votes

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  9. 4 votes

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  10. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    4 votes

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  11. 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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  12. Make pricing table footer fields available for custom mapping

    4 votes

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  13. 4 votes

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  14. Add an option to link conditional fields to payment. For example, if the user selects 'Yes', they proceed to payment; if 'No', the document will be completed without payment.

    3 votes

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  15. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    3 votes

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  16. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    3 votes

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

    3 votes

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  19. Group a set of fields and require the recipient to fill in one

    3 votes

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

    3 votes

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