534 results found
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Set default placeholder names for fields
Option to change placeholder text in field blocks permanently
2 votes -
ZIP code UK format or International
ZIP code UK format or International in the Text Field
7 votes -
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 -
Ability to type in a date field
It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.
It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.
3 votes -
Recipients can upload visible in a document images / files
Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.
29 votes -
Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.
145 votesThe status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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single row table
A single row table would be very helpfull for a sum on a quate
3 votes -
Functionality for Optional Client Fields
When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.
In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…
5 votes -
Document Payment date variable
a variable that autopopulates when the document was paid
5 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.
112 votesGreat news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
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ability to resize the fields to smaller without hiding the data in pdf
ability to resize the fields to smaller without hiding the data in pdf
8 votes -
Dropdown Field w/Fill-In option
It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:
Favorite Color
- blue
- green
- yellow
- red
- ENTER-YOUR-OWN-VALUE -... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.
2 votes -
4 votes
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Option to have no spaces on number/text field
Option to have no spaces on number/text field
1 vote -
Option to add multiple signature fields assigned to the list of recipients at once
Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists
17 votes -
Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.14 votes -
Min/max numbers for text field validation (Numbers only)
Text field validation_Numbers only: having an option to require a minimum number of numbers
10 votes -
Make variables required (forbid sending the document if "required" variables are not filled in
Make it impossible to send a document if the required variables are not filled in
15 votes -
1 vote
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2 votes
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