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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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537 results found

  1. Automatically add variables to a newly created template

    2 votes

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  2. duplicate conditional fields with rules across all pages

    2 votes

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  3. 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.

    2 votes

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

    2 votes

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  5. 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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  6. Ability to create variable groups instead of all of the custom variables going into the Custom group

    2 votes

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  7. variable for a line item total

    2 votes

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  8. The Ability to change fields across the entire workspace, which would affect all templates with that particular field.

    i.e change the field ID across all templates

    2 votes

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  9. Conditional rule can be set up on date field

    2 votes

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  10. If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.

    Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.

    2 votes

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  11. 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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  12. ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input

    2 votes

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  13. 2 votes

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  14. 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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  15. 2 votes

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  16. 2 votes

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

    2 votes

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  18. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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  19. We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful

    2 votes

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  20. Option to put Spaces to seperate the character per box

    • will allow the user to seperate the charecter per box once the recipient fill it in
    2 votes

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