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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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418 results found

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

    3 votes

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  2. The option to see how many fields were assigned to a specific recipient.

    3 votes

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  3. Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    3 votes

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

    3 votes

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  5. 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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  6. Ability to fill in variables on the template level

    3 votes

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  7. 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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  8. Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page

    3 votes

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  9. When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.

    3 votes

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  10. From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.

    More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.

    3 votes

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  11. To set up a default value in the field

    3 votes

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  12. 3 votes

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  13. For example -- the field tags recognition and auto-place PDF fields.

    3 votes

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  14. Ability to set a default value of a space for custom variables?

    3 votes

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  15. Option to have an invisible signature with the same encryption but no visual representation

    3 votes

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  16. Want to delete all instances of a variable in 1 click instead of removing them all manually.

    3 votes

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  17. In case the signature is put in the draft document, it should disappear if the duplicate is created..

    If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.

    3 votes

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  18. Option to change placeholder text in field blocks permanently

    3 votes

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  19. 3 votes

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  20. 3 votes

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