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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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582 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. 2 votes

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

    2 votes

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  4. 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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  5. ability to add lists and spaces in variables

    2 votes

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  6. 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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  7. 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. 2 votes

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  13. 2 votes

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  14. Currently, it’s only possible to change the color of a filled checkbox when selecting each checkbox individually. It would be very helpful to have the option to update the color of multiple filled checkbox fields at once.

    1 vote

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  15. Make the forms so that when placing the signature block on the page the signature doesn't lock into a random line that doesn't line up with actual signature line and change the default signature font size to 12 instead of 15 so it fits on most forms.

    1 vote

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  16. More options for the Role variables/apply custom variables to the role

    1 vote

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  17. Option to have "Agree" field that would count as a signature (in case there is no signature field in the document)

    1 vote

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  18. I would like to be able to require a field only if another field has a specific value. Example: If a dropdown field = Yes, then require another field to be filled out.

    1 vote

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

    1 vote

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

    1 vote

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