532 results found
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Discount variable in Google form
Customer would like the discount variable in the pricing table to be use in Google form
2 votes -
Add URL to a variable
To make it clickable When a hyperlink is added to a variable
1 vote -
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 -
Use same fields in different field conditions
Use same fields in different field conditions
2 votes -
Link two text fields so text continues from one field to another
Link two text fields so text continues from one field to another
2 votes -
Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
2 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 -
Group a set of fields and require the recipient to fill in one
Group a set of fields and require the recipient to fill in one
2 votes -
Lock fields after being filled
Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.
2 votes -
Create signature line for internal use, that recipients CAN see for quality assurance purposes. For use in monthly reports.
For use in monthly reports sent to clients. We need to add quality assurance signature lines to show who completed/sent the report and that a second set of "eyes" have also reviewed the report.
1 vote -
Automatically set quantity at 0 instead of 1 when adding products from the catalog
Automatically set quantity at 0 instead of 1 when adding products from the catalog
2 votes -
Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable
Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.
4 votes -
make the fields only mandatory if there is a contact
automate the fillable fields to mark it as required or not or make the fields only mandatory if there is a contact
1 vote -
Variables: List Value
Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token
2 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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Variable Calculations: Basic Mathematical Operations
Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables
49 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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Сontent library linked fields
Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:
- You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
You also have a CLI, that also has some date fields that you want to link to the fields in the original document.
Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…
2 votes -
Auto-place PDF form fields - select only specific form fields to populate in the uploaded PDF in PandaDoc
In Auto-place PDF form fields fields - allow the ability to select only specific form fields to populate in the uploaded PDF in PandaDoc
2 votes -
Link different types of fields
Example: Ability to link a checkbox field to a text field.
1 vote -
Variables for Images
Support images in variables. Option to have variables for images
2 votes -
Copy document sequence number when using "transfer data to" option
We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.
1 vote
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