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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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295 results found

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

    5 votes

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  2. The ability to create custom fillable fields

    5 votes

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  3. Option to copy and paste fields/variables from one template to a new template

    5 votes

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  4. The ability to add fields on footer such as text field or signature fields.

    5 votes

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  5. Conditional fields - automatically fill out the value of another field

    5 votes

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

    5 votes

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  7. 5 votes

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  8. initials field - customization/personalized/modify

    5 votes

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  9. Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    5 votes

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  10. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    5 votes

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

    5 votes

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  12. 5 votes

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  13. 5 votes

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    Released  ·  Valeryia Baranava responded

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

    We’re excited to let you know that the feature is available. Please see this link for more information.

  14. Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.

    4 votes

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  15. I'd like to change variable date format on separate templates/ documents that will override the general settings

    4 votes

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  16. Objective:
    Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.

    Feature Description
    This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.

    Example Use Case:
    A user creates a link in a document with the URL:
    https://example.com?user={FirstName}&doc={DocumentID}

    When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.

    How It Works:
    Variable Definition:…

    4 votes

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  17. Ability to apply capitalization rules within our variables. Example:

    The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
    Later in the document, the insertion and last name should both appear in capital letters.

    4 votes

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  18. 4 votes

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  19. To be able to use variable to auto-populate names of the signers added in the recipient group

    4 votes

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