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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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537 results found

  1. "I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com

    2 votes

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  2. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    2 votes

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  3. Ability to adjust text fields size for sent document.

    2 votes

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  4. Add TITLE and NAME to the fields as fast options.

    2 votes

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  5. Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    2 votes

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  6. yes or no option as a fillable field

    2 votes

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  7. For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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  8. It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.

    2 votes

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  9. Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.

    2 votes

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  10. To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.

    2 votes

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  11. 2 votes

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  12. Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.

    "How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?

    I want to add a field that my staff must enter before they are able to send off the document to be signed."

    2 votes

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  13. tokens/variables for total discount

    2 votes

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  14. 2 votes

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  15. Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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  16. To set up a default value in the field

    2 votes

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  17. 2 votes

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  18. When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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  19. 2 votes

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  20. 2 votes

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