50 results found
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More fields in template embedding to gather information from clients
More fields in template embedding to gather information from clients
1 voteThe feature is available in Forms in Editor 2.0
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7 votes
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Increase Upload Size limit
Increase file upload size limit
15 votesGreat news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!
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Document sent variable that auto-populates
Hello,
Is it possible to have a "date sent" variable as opposed to a date created?40 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below! You'll want to navigate to 'System variables'.
https://support.pandadoc.com/hc/en-us/articles/360020552894-Variables#h_01F330CETVY712HSS7ZTXJX0XV
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Duplicate Fields with Assigned Role
When duplicating a field have the role assigned copy over when multiple roles are in a template/document.
3 votesReleased for Editor 2.0
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3 votes
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5 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re excited to let you know that the feature is available. Please see this link for more information: https://support.pandadoc.com/hc/en-us/community/posts/1500000682762-Add-Pricing-Table-Variables-Throughout-Your-Document
Have a wonderful day!
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[Bulk actions] mass select and move/delete/update all or selected fields
mass select and move/delete fields ev2
46 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
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Assign all/several fields to one role/recipient at once in a template [Workaround in comments]
when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?
87 votesThank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!
You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!
Learn more about this functionality here.
You can also assign all fields at once on the document level before you send the document.
- If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
- If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.
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Save Field Data when resending/editing
Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.
110 votes -
Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)
Auto-populate the date field / variable based on the date the document is signed.
New Date Variable: Signature Date
666 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
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Make fillable fields colors distinguishable between recipients, and for individuals with color blindness
Fix the issue of two recipients having similar colored fillable fields and improve ease for individuals with color bllindness
253 votesGreat news!
The new color palette for fillable fields is now available to everybody.
While this does not allow you to pick colors for recipients, we've chosen eight distinct colors that will be assigned to the recipients automatically, depending on their order. These distinct colors will fix the issue of two recipients having similar colored fillable fields. We've carefully selected these new colors to not only pass the contrast checker, but also to make sure that they are easily distinguishable for individuals with color blindness.
For use cases that require you to pick colors for branding, customization or any reason other than distinguishability, please upvote this idea: Ability to pick/change colors of fillable fields.
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[Fields] change the formatting for fields
Add ability to change the formatting for fields:
- aligning
- text font
- text color122 votesThe feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R
Have a wonderful day!
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27 votes
Hi PandaDoc customers! I'm happy to announce that ability to rename variables was released
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Collect files field (Upload field EV2)
Upload field ev2
217 votes -
[Fields] change Date Field format
Change the Date format for all Date fields in one click and save the settings for new docs.
Examples:
- yy/mm/dd43 votes -
Conditional fields
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fieldsradio buttons with conditional logic
519 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
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Individual variables for each pricing table total
system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table
48 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re excited to let you know that the feature is available. Please see this link for more information: https://support.pandadoc.com/hc/en-us/community/posts/1500000682762-Add-Pricing-Table-Variables-Throughout-Your-Document
Have a wonderful day!
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6 votes
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Set a character limit in text fields
Set a character limit in text boxes (fields).
58 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Text field validation
Here’s the formula for the field: ^\d{add your number here}$
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