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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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299 results found

  1. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    7 votes

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  2. 7 votes

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  3. page number variables ev2

    7 votes

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  4. Ability to set a required number of characters for fields

    6 votes

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  5. Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.

    6 votes

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  6. dynamically populate images on the document level from the "collect files" field

    6 votes

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  7. 6 votes

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  8. 6 votes

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  9. 6 votes

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  10. It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    6 votes

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  11. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    6 votes

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  12. full name variable instead of first name and last name separately

    6 votes

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  13. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    6 votes

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  14. ability to extend a dropdown field as it works with any other fields

    6 votes

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  15. The possibility to add only sequence number to the document without required sequence name.

    6 votes

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  16. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    6 votes

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  17. Warn document creators that information required by them for fields is missing when sending documents.

    6 votes

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  18. The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    6 votes

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  19. 6 votes

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  20. The variables could also have the option to be placed with drag & drop as content blocks are.

    5 votes

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