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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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302 results found

  1. 5 votes
    How important is this to you?
  2. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes
    How important is this to you?
  3. Ability to update a signer without clearing all the fields.

    4 votes
    How important is this to you?
  4. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    4 votes
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  5. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    4 votes
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  6. Download the PDF with the assignee information beside the fillable fields

    4 votes
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  7. 4 votes
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  8. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes
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  9. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    4 votes
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  10. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes
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  11. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes
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  12. I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes
    How important is this to you?
  13. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    4 votes
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  14. 4 votes
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  15. 4 votes
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    • Be sure to not have to change the date manually before generating a document via a template.
    4 votes
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  16. ability to use pricing tables profit&margin variables

    4 votes
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  17. some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal

    4 votes
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  18. Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes
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  19. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes
    How important is this to you?
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