532 results found
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Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
61 votesWe wanted to share an update related to your request to have the ability to send documents with unassigned fields. After careful consideration and further analysis, we have adjusted its status to "Being Evaluated."
This change allows us to further explore the feasibility and impact of this enhancement, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding and patience as we take the time to thoroughly evaluate this potential improvement. Your feedback is invaluable to us, and we're committed to keeping you informed on our progress.
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Centralized variable management
What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
How cool would it be if there would be a central page in settings called "Variables" where
You can create variables with set content.
reuse these variables across all your docs.
A variable could also be an image or a piece of content library contentIt is a simple yet efficient idea that would make our lives a lot easier.
6 votes -
Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)
Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)
22 votes -
Delete All Variables in Document
Want to delete all instances of a variable in 1 click instead of removing them all manually.
1 vote -
3 votes
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2 votes
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3 votes
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Customers / recipients can edit variables
The ability for the recipients to edit variables.
39 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Ability to edit drop down options in a template
You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.
1 vote -
Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
27 votes -
Use arrow down to go into description field
Option to use arrow down to go into description field in the pricing table
1 vote -
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 -
5 votes
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[Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete
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)294 votesMulti-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
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Button for Clearing all the fields in adocument
The option/button to clear all the fields at once.
6 votes -
Tab through variables before sending them out to the recipient
We need to tab through variables quickly
Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.4 votes -
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
4 votes -
Edit the dimensions of insertable fields
It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document
9 votes -
An ability to add decimals in the "Numbers only" text field
An ability to add decimals in the "Numbers only" text field
5 votes -
Set default placeholder names for fields
Option to change placeholder text in field blocks permanently
2 votes
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