364 results found
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Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)
Auto-populate the date field / variable based on the date the document is signed.
New Date Variable: Signature Date
635 votes -
Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)
Fill Out Field Once & Auto-populate Across All Instances
508 votes -
Ability to change the date format for variables
To be able to modify the format of the Document.CreatedDate variable (token).
347 votes -
[Bulk actions] Ability multiselect for blocks and fields (for copy-paste)
Ability multiselect for blocks and fields with bulk actions
237 votes -
236 votes
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Change the color of the recipient role fillable fields in a document (template)
Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document
188 votes -
Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
122 votes -
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Variables contain formulas: variable calculations
Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.
Some examples would be
1. Generate document name variable based on template name, customer company name, deal value and expiration date.
2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
3. Calculate a downpayment size using document value and a custom multiplier.
4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…98 votes -
Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
91 votes -
Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
86 votes -
Assign all/several fields to one role/recipient at once in a template [Workaround in comments]
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?
83 votes -
Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
73 votes -
Calculated Variables in Pricing tables
Ability to add varibles in columns that are not just plain text so that they can be multiplied.
58 votes -
Automatically download the attachments when opening the files added to collect files field
Automatically download the attachments when opening the files added to collect files field
48 votes -
Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
43 votes -
[Bulk actions] mass select and move/delete/update all or selected fields
mass select and move/delete fields ev2
35 votes -
Set a character limit in text boxes (fields).
Set a character limit in text boxes (fields).
35 votes -
Document sent variable that auto-populates
Hello,
Is it possible to have a "date sent" variable as opposed to a date created?33 votes -
Reassign fields on a sent document
Ability to reassign fields on a sent document without having to revert it back to Draft
29 votes -
Mass Download "Collect file" field attachments
It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.
29 votes
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