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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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295 results found

  1. When uploading a PDF document as a template improve field recognition.

    12 votes

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  2. Automatically apply sender signature upon sending

    11 votes

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

    11 votes

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

    11 votes

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  6. 11 votes

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

    11 votes

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  8. 11 votes

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  9. 11 votes

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  10. 11 votes

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  11. 11 votes

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  12. Ability to duplicate multiple fields at once

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

    10 votes

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  16. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    9 votes

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  17. 9 votes

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  18. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    9 votes

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  19. change custom variable format

    9 votes

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  20. Option to change the font size on fields

    it will allow the user to change the size of fonts on the ifields.

    9 votes

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    Released  ·  Valeryia Baranava responded

    Hello there,

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

    Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1

    Many thanks for your time! Have a wonderful day!