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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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418 results found

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

    3 votes

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  2. 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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  3. 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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  4. 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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  5. Make the document auto-numbering per client basis:

    Ideally, we would want our templates to be aware of the 2nd sequence across all templates. So if we used Template A for a SOW today, it would show SOW 1. If we used Template B for a SOW tomorrow, it would know customer already had SOW 1 on another template.

    CustomerX first SOW to be SOW 1, their 2nd SOW to be SOW 2

    3 votes

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  6. Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    3 votes

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  7. Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    3 votes

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  8. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    3 votes

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  9. 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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  10. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    3 votes

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  11. 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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  12. If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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  13. 3 votes

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  14. 3 votes

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  15. word wrap option - Dropdown field

    3 votes

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  16. Automatically add variables to a newly created template

    3 votes

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  17. 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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  18. Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.

    3 votes

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

    3 votes

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  20. Conditional rule can be set up on date field

    3 votes

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