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

Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

If then logic around content from the content library and the pricing table

Add radio buttons

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

Choose the number of decimals shown to the viewer.

Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

Fill Out Field Once & Auto-populate Across All Instances

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

Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

format column color,
change font size for Total
Format color of the Pricing table footer

Ability multiselect for blocks and fields with bulk actions

Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

Ability to redirect a recipient to a custom URL when they complete a document.

Customize the text in reminder message

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

The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

CX would like to upload multiple documents/templates at the same in, upon creation of document/template

Content Library Updates also Update Templates