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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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563 results found

  1. Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.

    2 votes

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  2. Allow to navigate through the fields in document draft/templ

    2 votes

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  3. When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.

    2 votes

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  4. ability to add lists and spaces in variables

    2 votes

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  5. Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

    2 votes

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  6. 2 votes

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  7. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    2 votes

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  8. Move placeholder text outside of the field

    2 votes

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  9. If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. Make pricing table footer fields available for custom mapping

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. The Radio button should have an option to allow multiple selection.

    1 vote

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  16. Use the card details field for another payment processor like Whop.

    1 vote

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  17. Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.

    My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…

    1 vote

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  18. Integrate with JetPay payment gateway

    1 vote

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  19. It would be extremely helpful when you have Conditional Logic, to have the ability to have more than one rule apply to applicable options. For example, when selecting an option with radio buttons, it prompts the person to fill out a secondary radio button selection based on their first selection. It would be helpful to have a SECOND rule where when the person selects that first option, they ALSO have to fill out the text field.

    1 vote

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  20. 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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