532 results found
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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 -
Conditionals based on the document status
Conditionals based on the document status
2 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 -
Add the image URL to a variable and then the image will load as the variable once the document is created from the template
Add the image URL to a variable and then the image will load as the variable once the document is created from the template.
2 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 -
Remove stripes from fields using conditional logic
Remove stripes from fields using conditional logic
2 votes -
Autofill date field with sending date
autofill date field with sending date/date sent
2 votes -
Option to make the fields require when uploading a document with form fields
when uploading a document with form fields, make the fields require
2 votes -
2 votes
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Card details field - option to add more fields to fill in additional card information
Card details field - option to add more fields to fill in additional card information
2 votes -
Link fields from different documents
The ability to link fields from different documents together.
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
2 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.
2 votes -
Radio Buttons as the source for payments
Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement
2 votes -
2 votes
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add a tooltip in the variable section at the right panel of the PandaDoc app when hovering over the variable that displays the full variabl
a tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application
2 votes -
2 votes
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View full drop down selection without having to increase field size length
View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.
2 votes -
Easier way to replace fields with same shape and size content blocks
Easier way to replace fields with same shape and size content blocks
2 votes -
fillable field response notification
The ability to become notified when a recipient marks a specific field with a specific option.
"For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"
2 votes
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