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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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572 results found

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

    4 votes

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  2. 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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  3. 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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  4. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    4 votes

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  5. 4 votes

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  6. 4 votes

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  7. 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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  8. 4 votes

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  9. 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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  10. 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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  11. 4 votes

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  12. Option to link conditional fields to payment

    3 votes

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  13. 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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  14. 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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  15. Use same fields in different field conditions

    3 votes

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

    3 votes

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

    3 votes

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  18. 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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  19. Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    3 votes

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  20. If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.

    3 votes

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