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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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50 results found

  1. Auto-populate the date field / variable based on the date the document is signed.

    New Date Variable: Signature Date

    666 votes

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  2. Fill Out Field Once & Auto-populate Across All Instances

    559 votes

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    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

  3. 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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  4. To be able to modify the format of the Document.CreatedDate variable (token).

    416 votes

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  5. 310 votes

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  6. Ability multiselect fields with bulk actions
    NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)

    298 votes

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    Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.

    Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

  7. 288 votes

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  8. Fix the issue of two recipients having similar colored fillable fields and improve ease for individuals with color bllindness

    253 votes

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    Great news!

    The new color palette for fillable fields is now available to everybody.

    While this does not allow you to pick colors for recipients, we've chosen eight distinct colors that will be assigned to the recipients automatically, depending on their order. These distinct colors will fix the issue of two recipients having similar colored fillable fields. We've carefully selected these new colors to not only pass the contrast checker, but also to make sure that they are easily distinguishable for individuals with color blindness.

    For use cases that require you to pick colors for branding, customization or any reason other than distinguishability, please upvote this idea: Ability to pick/change colors of fillable fields.

  9. 217 votes

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

    122 votes

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  11. 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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  12. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    87 votes

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    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!

    Learn more about this functionality here.

    You can also assign all fields at once on the document level before you send the document.

    • If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
    • If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.


  13. 86 votes

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  14. Set a character limit in text boxes (fields).

    58 votes

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

    48 votes

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  16. 46 votes

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  17. 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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  18. Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    40 votes

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  19. Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    31 votes

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  20. 27 votes

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