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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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537 results found

  1. The ability to create custom fillable fields

    3 votes

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  2. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  3. Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    3 votes

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  4. We would like to be able to add specific styles depending on the variable's value. For example, if the risk exists, it should be displayed in red; if the risk does not exist, it should be displayed in green (an example template is attached)

    3 votes

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  5. copy/paste feature for fields ( not duplicating or multiselect)

    3 votes

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  6. 3 votes

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  7. word wrap option - Dropdown field

    3 votes

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  8. Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.

    3 votes

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  9. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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  10. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    3 votes

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  11. We would like to mark checkboxes automatically based on a variable value

    3 votes

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  12. bulk way to fill in variables from a Google Sheet

    3 votes

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  13. initials field - customization/personalized/modify

    3 votes

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  14. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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

    3 votes

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  16. Allow recipient to change information if it's incorrect from Saleforce variables.

    3 votes

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  17. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  18. Ability to fill in variables on the template level

    3 votes

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  19. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  20. The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.

    3 votes

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