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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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581 results found

  1. 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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  2. 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.

    16 votes

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  3. 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.

    16 votes

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

    16 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!

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

    16 votes

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  6. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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

    16 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!

  8. Placeholder for checkbox field.

    16 votes

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  9. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    15 votes

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  10. Automatically align selected fields

    15 votes

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  11. Use excel to fill variables

    15 votes

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  12. Ability to choose if a signature is to the left, centered, or to the right.

    14 votes

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  13. 14 votes

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  14. Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    14 votes

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  15. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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  16. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel

    13 votes

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  17. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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  18. Assign custom fields to columns in the Price Table

    13 votes

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  19. 13 votes

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  20. Smart content: ability to add into the footer

    12 votes

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