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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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418 results found

  1. Ability to add signature field without assigned recipient.

    11 votes

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  2. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    11 votes

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  3. Ability to customize system variables like the document reference number

    11 votes

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  4. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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  5. 11 votes

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  6. 11 votes

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  7. 11 votes

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  8. 11 votes

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  9. 11 votes

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  10. Automatically apply sender signature upon sending

    10 votes

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  11. Ability to restrict field editing and placement on templates/ documents

    10 votes

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  12. fillable fields for internal use only - hide fields from customers or recipients

    10 votes

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  13. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    10 votes

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  14. Having currency as one of the options for the field validation (email, phone number, social, etc.)

    10 votes

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  15. Be able to see the document expiration date variable filled in document before sending

    10 votes

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  16. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  17. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    10 votes

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  18. As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    9 votes

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  19. 9 votes

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  20. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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