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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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421 results found

  1. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    23 votes

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  2. Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
    The content locking feature doesn't help.

    22 votes

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  3. Auto fill repeating fields - signature and initials fields

    21 votes

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  4. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 votes

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  5. Make it impossible to send a document if the required variables are not filled in

    21 votes

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  6. ability to add items to dropdown field in bulk

    21 votes

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  7. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    20 votes

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  8. Drop-down field with the possibility of selecting several options.

    19 votes

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  9. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    19 votes

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  10. Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    18 votes

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  11. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    18 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Drag radio buttons from one page to another (for options that are one page long each)

    18 votes

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  13. Add order in which the recipient would be able to act on fields.

    18 votes

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  14. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    17 votes

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  15. availability to set some fields as "not required" by default

    17 votes

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  16. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    17 votes

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  17. option to setup a fillable field for date that will auto fill the date that the client opened the link

    17 votes

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  18. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    17 votes

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  19. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values

    17 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel when using restrict content feature

    16 votes

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