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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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66 results found

  1. Option signature fields

    Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  2. I need a method to transfer variable values between pre-existing documents

    I need a method to transfer variable values between pre-existing documents

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to transfer the variable values from one document to another is already available within the system. You can read more about this here:

    https://support.pandadoc.com/hc/en-us/articles/360035607433--Editor-2-0-Transfer-data-from-one-document-to-another

    Many thanks for your time! Have a wonderful day!

  3. Required field countdown bar in EV2

    in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Ability to add a variable in a hyperlink

    Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.

    1 vote

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. Mandatory fields

    make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    There is a way to make a field "Required" without assigning it to a role or recipient. Please see the file attached for more information.

    Have a great day! 

  6. More fields in template embedding to gather information from clients

    More fields in template embedding to gather information from clients

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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