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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. Add TITLE and NAME to the fields as fast options.

    3 votes

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  3. 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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  4. Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    3 votes

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  5. 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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  6. 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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  7. Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.

    It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:

    {signature.client_1}

    3 votes

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  8. Highlight required fields that need to be filled out before sending, for example, there are a couple of fields that need to be filled in before sending, like pay rate, start date, schedule, etc.

    3 votes

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  9. 3 votes

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

    3 votes

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  11. Option to update document currency via variable

    3 votes

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

    3 votes

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

    3 votes

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

    3 votes

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  16. 3 votes

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  17. 3 votes

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  18. Pricing table "enable quantity editing" set as required field

    3 votes

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  19. A single row table would be very helpfull for a sum on a quate

    3 votes

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  20. 3 votes

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