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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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28 results found

  1. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    519 votes

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  2. 288 votes

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  3. 217 votes

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  4. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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  5. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    110 votes

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  6. 86 votes

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  7. system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    48 votes

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  8. Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

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  9. When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.

    24 votes

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  10. 20 votes

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  11. A predefined token for "Document Expiration Date

    18 votes

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  12. variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    8 votes

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

    We’re glad to let you know that the feature allowing to order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.

    Have a wonderful day!

  13. 7 votes

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  14. 6 votes

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  15. 5 votes

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  16. When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

    3 votes

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  17. 3 votes

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  18. Make all fields required when placing them in a document

    3 votes

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  19. One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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  20. Allow recipients to upload files when filling out a Form

    2 votes

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