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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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550 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.

    6 votes

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

    6 votes

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

    6 votes

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  5. 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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  6. 6 votes

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  7. Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.

    5 votes

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  8. Option to link fields in case the condition is applied:
    I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field

    5 votes

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  9. 5 votes

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  10. The ability to have conditional logic on text block not just text fields.

    5 votes

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  11. 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.

    5 votes

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  12. 5 votes

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  13. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    5 votes

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  14. A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

    5 votes

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  15. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    5 votes

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  16. option to have a fillable field without any assigned recipients

    5 votes

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  17. The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)

    5 votes

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  18. automatically expanding while recipients type on it

    5 votes

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  19. 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.

    5 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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