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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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295 results found

  1. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    24 votes

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  2. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    24 votes

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  3. When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.

    24 votes

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  4. Option to have date variable calculations, for example, auto-populate a date one year from the document creation date

    23 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. 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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  6. 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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  7. Auto fill repeating fields - signature and initials fields

    21 votes

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

    21 votes

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  10. 21 votes

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  11. 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).

    21 votes

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  12. ability to add items to dropdown field in bulk

    21 votes

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  13. 20 votes

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

    19 votes

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  15. 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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  16. 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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  17. 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!

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

    18 votes

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  19. Make the next button more clear when completing fields and signing the document

    18 votes

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

    18 votes

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