530 results found
-
Placeholder for a field : Ev2
Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).
4 votes -
change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no
change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list
3 votes -
Lock fields when redlining
After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?
5 votes -
map pricing table footer items to CRM fields
Make pricing table footer fields available for custom mapping
2 votes -
Larger signatures and Initials within the Fields
Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.
11 votes -
4 votes
-
The content of the upload field is displayed in the document
My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
Is there another way to achieve this goal if the Upload Field is not the way to do it?8 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.
109 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.
-
7 votes
-
ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
16 votes -
3 votes
-
Show / keep fields when document is downloaded in PDF so the recipient can sign on paper
display fields when downloaded (recipient view) without signature
28 votes -
2 votes
-
2 votes
-
[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
18 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.
141 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.
-
Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
62 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- You can use Conditional Content to pass images as variables. Please see more here.
- Passing images is also available via Pricing table or Quote Builder. Check this link for more info.
If you need help with the set up, please feel free to reach out to our Support team for assistance!
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
-
Company Stamp Function
Ability to add a "Stamp" to your signature/profile and be reused across documents.
26 votes -
placeholder for checkbox field
Placeholder for checkbox field.
16 votes -
Recipient: Signature field options
- Add the ability to set different from black signature color.
17 votes
- Don't see your idea?