529 results found
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Сontent library linked fields
Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:
- You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
You also have a CLI, that also has some date fields that you want to link to the fields in the original document.
Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…
2 votes -
Auto-place PDF form fields - select only specific form fields to populate in the uploaded PDF in PandaDoc
In Auto-place PDF form fields fields - allow the ability to select only specific form fields to populate in the uploaded PDF in PandaDoc
2 votes -
Link different types of fields
Example: Ability to link a checkbox field to a text field.
1 vote -
Variables for Images
Support images in variables. Option to have variables for images
3 votes -
Copy document sequence number when using "transfer data to" option
We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.
1 vote -
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
2 votes -
Link conditional fields
Option to link fields in case the condition is applied:
I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field4 votes -
Conditional Fields: Smart Formatting
Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.
3 votes -
Ability to Tag commonly used signer
Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful
1 vote -
Add a hyperlink in a text field
As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.
7 votes -
Conditional fields logic for checkboxes
We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.
If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.
We would like…
2 votes -
Matching fields pop-up notification
The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.
2 votes -
Enforce Birth Year Rules for Date Fields
Feature Request: Enforce Birth Year Rules for Date Fields
Title: Enforce Birth Year Rules for Date Fields
Description:
Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.Benefits:
Reduces data entry errors Saves time on manual corrections Enhances user experience with better form validationCurrent Workarounds and Limitations:
…Setting the date field to "Past Dates" helps but doesn't fully prevent errors. Using a text1 vote -
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 -
Automatically remove unfilled variables before clicking the Send button
Automatically remove unused variables
3 votes -
Smart content: ability to add into the footer
Smart content: ability to add into the footer
6 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 -
Ability to select the field that the recipient will be taken to first.
Ability to select the field that the recipient will be taken to first.
1 vote
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