319 results found
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3 votes
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2 votes
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3 votes
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Ability to edit drop down options in a template
You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.
1 vote -
Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
27 votes -
Use arrow down to go into description field
Option to use arrow down to go into description field in the pricing table
1 vote -
Information Fields (Non Role)
The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.
1 vote -
Button for Clearing all the fields in adocument
The option/button to clear all the fields at once.
6 votes -
Tab through variables before sending them out to the recipient
We need to tab through variables quickly
Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.4 votes -
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
4 votes -
Edit the dimensions of insertable fields
It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document
9 votes -
An ability to add decimals in the "Numbers only" text field
An ability to add decimals in the "Numbers only" text field
5 votes -
Set default placeholder names for fields
Option to change placeholder text in field blocks permanently
2 votes -
ZIP code UK format or International
ZIP code UK format or International in the Text Field
7 votes -
Auto-generate document variables for page numbers, header names, etc.
In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.
1 vote -
Ability to type in a date field
It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.
It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.
3 votes -
Recipients can upload visible in a document images / files
Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.
29 votes -
single row table
A single row table would be very helpfull for a sum on a quate
3 votes -
Functionality for Optional Client Fields
When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.
In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…
5 votes -
Document Payment date variable
a variable that autopopulates when the document was paid
5 votes
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