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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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422 results found

  1. You could replicate the radio button feature but allow for multiple selections for "select all that apply" scenarios.

    1 vote

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  2. Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.

    Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.

    I tried setting…

    1 vote

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  3. It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?

    1 vote

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  4. Add a condition or schedule to when the fields need to be completed.

    ''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''

    1 vote

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  5. Ability to add a field caption

    1 vote

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  6. Ability to select the field that the recipient will be taken to first.

    1 vote

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  7. The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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  8. Display Card details field conditionally based on the value of the variable.
    For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.

    1 vote

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  9. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  10. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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  11. The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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  12. I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.

    1 vote

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  13. Allow more than 365 days to autofill date field

    1 vote

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  14. 1 vote

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  15. Option for the recipient to adjust values in the dropdown as well as select the option

    1 vote

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  16. I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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  17. 1 vote

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  18. Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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  19. The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)

    1 vote

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  20. When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.

    1 vote

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