531 results found
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Save fields values' when a document is downloaded as docx(word)
At the moment Fields' values are lost when a document is downloaded as .docx
18 votes -
A way to remove the optional field indicator
A way to remove the optional indicator signers see when they hover their cursor over an optional field.
5 votes -
Fillable fields placed inline with text blocks and tables
Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.
24 votes -
Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.5 votes -
"My Signature" tab should be available in Free eSign plan.
"My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
From: info@steuern-schuster.de1 vote -
Pass info from a form response and transfer them into a template via variables.
Option to transfer field info to the template aside from variables and pricing table.
- Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
1 vote -
Unmasked fields in PDF: the finalized PDF version of a doc to show the masked fields unmasked
Save PDF with the unmasked fields.
34 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! -
Variables with Dropdown option AND/OR Repeatable Fields
I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.
For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.
I can either:
a) make a Variable with no dropdown option, or
b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…8 votes -
Set fields as "not required"/"optional" by default
availability to set some fields as "not required" by default
11 votes -
PDF field recognition imporvements
When uploading a PDF document as a template improve field recognition.
9 votes -
Sync Collect files field with Dropbox
Sync Collect Files field in Dropbox
2 votes -
Full Name variable
full name variable instead of first name and last name separately
6 votes -
Expanding on hidden fields
It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.
7 votes -
5 votes
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26 votes
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1 vote
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Centralized variable management
What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
How cool would it be if there would be a central page in settings called "Variables" where
You can create variables with set content.
reuse these variables across all your docs.
A variable could also be an image or a piece of content library contentIt is a simple yet efficient idea that would make our lives a lot easier.
6 votes -
Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)
Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)
22 votes -
Delete All Variables in Document
Want to delete all instances of a variable in 1 click instead of removing them all manually.
1 vote -
Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
58 votesWe wanted to share an update related to your request to have the ability to send documents with unassigned fields. After careful consideration and further analysis, we have adjusted its status to "Being Evaluated."
This change allows us to further explore the feasibility and impact of this enhancement, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding and patience as we take the time to thoroughly evaluate this potential improvement. Your feedback is invaluable to us, and we're committed to keeping you informed on our progress.
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