586 results found
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Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
2 votes -
If a recipient chooses one specific field, remove the ability for them to sign other associated fields
If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.
3 votes -
Post Bulk send - Email a csv extract to the account email id with Recipient links and all the data variables.
Lot of firms use Mail merge, GMASS and other automations which require Links and variables.
It will great if PandaDoc team can generate a CSV output of Recipient Links after sending a Bulk send . One can receive csv extract to the account email id with Recipient links and all the data variables if any.
The values and link can be further utilised in other automation
1 vote -
Mass Update Fields - Required/Optional and Font Size
Apply field properties to all selected fields including:
- required/optional
- font size
Align all selected fields (left, middle right).
28 votes -
Hide/conceal information in variables from a recipient
Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.
3 votes -
Multiple Initial options but requiring only one of them to filled out
In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial
1 vote -
Variable for the current date
Ability to have a variable for the current date
7 votes -
Create custom fillable fields
The ability to create custom fillable fields
5 votes -
Copy and paste fields/variables from one template to a new template
Option to copy and paste fields/variables from one template to a new template
5 votes -
Matching fields pop-up notification
The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.
2 votes -
Autosize aspect ratio of drawn signature to fill size of signature box
When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…
4 votes -
Variable font design
Change the font in variables for separate values
I.e. in a variable Hello World make the word "World" in bold8 votes -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
7 votes -
Set all fields recognized in PDF auto-placement as required
Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.
Would like to have the ability to choose whether these are default added as required or not required.
26 votes -
Fields: Select what type of fields to auto-populate
The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.
2 votes -
An option to make the document sequence numbering per client basis
Make the document auto-numbering per client basis:
Ideally, we would want our templates to be aware of the 2nd sequence across all templates. So if we used Template A for a SOW today, it would show SOW 1. If we used Template B for a SOW tomorrow, it would know customer already had SOW 1 on another template.
CustomerX first SOW to be SOW 1, their 2nd SOW to be SOW 2
3 votes -
Delete info on fields all at once
Customer would like to have an option to delete all info on the fields all at once.
2 votes -
Link different types of fields
Example: Ability to link a checkbox field to a text field.
1 vote -
Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
21 votes -
Use tab key on not required field
Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required
2 votes
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