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Information Fields (Non Role)
The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.
1 vote -
Sync Collect files field with Dropbox
Sync Collect Files field in Dropbox
1 vote -
Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…
1 vote -
Auto-generate document variables for page numbers, header names, etc.
In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.
1 vote -
Field location based on text matching
For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.
1 vote -
1 vote
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Option to have no spaces on number/text field
Option to have no spaces on number/text field
1 vote -
ability to save customised fields
ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document
1 vote -
1 vote
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The fields can be signed optionally by the recipients
I wish I could create a doc with 2 signatures but have only 1 signer completed all required fields without allocating them, so one signer can complete fields, then both sign
1 vote -
Signature time field
Signature time field
1 vote -
Set default placeholder names for fields
Option to change placeholder text in field blocks permanently
1 vote -
1 vote
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1 vote
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1 vote
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Pricing table "enable quantity editing" set as required field
Pricing table "enable quantity editing" set as required field
1 vote -
Static form
Forms can be uploaded as a static document, without signing/sending features.
1 vote -
1 vote
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Non-editable text block in PDF uploaded via API
Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.
1 vote -
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
1 vote
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