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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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421 results found

  1. The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.

    2 votes

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  2. 2 votes

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  3. The ability to link fields from different documents together.

    2 votes

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  4. Option to set fields as required or optional based on answers provided in other fields. For example, to have two checkboxes where selecting one makes the other non-required. This will help ensure that the checkboxes are not overlooked and that only one can be selected at a time. Or the option to make fields required when others have a certain value.

    2 votes

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  5. 2 votes

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  6. Allow empty value on radio button option

    2 votes

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  7. 2 votes

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  8. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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  9. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  10. The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    2 votes

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  11. Conditional Fields - only show certain drop-down options for another field

    2 votes

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  12. 2 votes

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  13. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  14. 2 votes

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  15. duplicate conditional fields with rules across all pages

    2 votes

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  16. possibility of having the fields automatically relocate to the correct position when a new row is added

    2 votes

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  17. Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.

    2 votes

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  18. variable for a line item total

    2 votes

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  19. It would be really useful to require one field or another to be completed, but not both.

    An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.

    2 votes

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  20. If I have a custom variable of [dog name] and I use it 50 times in a template.... but then I need to change it to [cat name]..... I have to create a NEW custom variable and then do 50 replacements. I want to just be able to EDIT [dog name] and see that change automatically in my already placed variable.

    2 votes

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