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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 2 votes

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  3. It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit

    1 vote

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  4. Ability or option not to automatically change the fields names on template and document bundling.

    1 vote

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  5. eg - CompanyName (field) pre-populates with Company.Name (variable) and variable updates when field changes.

    PandaDoc's "AI" bot tool gives the below instructions (which are wrong) to do this. But it would be great if this actually worked.

    --
    Yes, you can create a field in your PandaDoc template that prepopulates with the Company.Name variable and allows the client to edit it, updating the variable throughout the document. Here's how:
    In your template, go to the Variables tab and find the Company.Name variable.
    Copy the variable name without square brackets.
    Click on a field in your template and select 'Properties' on…

    1 vote

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  6. Option to prefill a field that the signer still has to confirm is correct and prompt them to do so. Required fields that are prefilled with information by the Sender are being skipped over as "answered".

    1 vote

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

    1 vote

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  8. Objective:
    Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.

    Feature Description
    This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.

    Example Use Case:
    A user creates a link in a document with the URL:
    https://example.com?user={FirstName}&doc={DocumentID}

    When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.

    How It Works:
    Variable Definition:…

    1 vote

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  9. 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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  10. 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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  11. 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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  12. Ability to add a button/field to the document that goes to a web page

    1 vote

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  13. We love the idea that a client can select a variety of Products, and the pricing table can accommodate it. We want to add a feature that a client can also select payment terms which potentially could influence price.

    For the time being, we have added this set of radio buttons and an invitation to get in touch.

    1 vote

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  14. Lot of firms use Mail merge, GMASS and other automations which require Links and variables.

    It will great if PandaDoc team can generate a CSV output of Recipient Links after sending a Bulk send . One can receive csv extract to the account email id with Recipient links and all the data variables if any.

    The values and link can be further utilised in other automation

    1 vote

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  15. In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial

    1 vote

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  16. Example: Ability to link a checkbox field to a text field.

    1 vote

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  17. Ability to add a field caption

    1 vote

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  18. Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful

    1 vote

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  19. Feature Request: Enforce Birth Year Rules for Date Fields

    Title: Enforce Birth Year Rules for Date Fields

    Description:
    Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.

    Benefits:

    Reduces data entry errors
    Saves time on manual corrections
    Enhances user experience with better form validation
    

    Current Workarounds and Limitations:

    Setting the date field to "Past Dates" helps but doesn't fully prevent errors.
    Using a text
    1 vote

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

    1 vote

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