320 results found
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1 vote
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Complete a conditional field (as a Signature), before being able to download an attachment
Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.
2 votes -
2 votes
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Partially fill in document fields
Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.
7 votes -
No placeholders by default for text fields
Option to have no placeholder for fillable fields (leave blank)
1 vote -
Add the option to make the 'Collect Files' content block inaccessible to clients.
This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.
We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.
1 vote -
2 votes
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Total cost in words - variable
Variable that will type out total cost in words as well as numbers.
2 votes -
Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 votes -
Automatically add additional signature fields
We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.
It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.
3 votes -
Variables working with Dropdown fields / Drop-down value for Variables
"I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "
7 votes -
Custom roles: restrick view of validation fields
In custom role settings add setting to disable the view of validation (masked) fields for the user.
2 votes -
Include custom fields when adding a new item
When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.
2 votes -
Context menu on pricing table
Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.
1 vote -
1 vote
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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
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The possibility to add the sequence number without sequence name
The possibility to add only sequence number to the document without required sequence name.
3 votes -
Improve PDF Processing Errors
when using Upload PDF to create PandaDoc via API.
if pdf fails to process we should return useful errors.
8 votes -
optional items for a dropdown field
optional items for a dropdown field
8 votes
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