364 results found
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Credit card Expiration date - Month/Year
Add expiration date for credit card purposes. Month and year only on the date format dropdown.
Month/Year
1 vote -
Drop-down value for Variables
The variables should also support drop-down fields with fixed values that are set by the sender.
2 votes -
Smart content and custom fields and conditions
Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.
1 vote -
Ability to make radio buttons look like checkboxes.
Set up checkboxes with logic to select at least one for W9 forms.
"Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"
3 votes -
Preset a telephone national prefix code by default in the recipient verification
Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.
1 vote -
Conditional fields: 'Hide these fields' option along with 'Show these fields'
The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.
At the moment we have the following parameters:
When Checkbox1 is checked
Then 'Show these fields'However, the customer would like to have another option - 'Hide these fields'.
8 votes -
Bulk Send: Download CSV with variable in document order
To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.
1 vote -
Salesforce Data to Populate Checkbox in Doc
We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.
1 vote -
Auto assign roles with Field Tag Recognition
Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.
It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:
{signature.client_1}
2 votes -
highlight required fields before sending
i just want to have to fill out a couple fields before sending the doc like a highlight place holder. so i cant have my employees send out the document and know what text they have to change before sending it out? Like pay rate, start date, schedule etc
2 votes -
upload an excel file with pre-populated values
upload an excel file with pre-populated values
1 vote -
Ability for recipient to circle text, like radio buttons (type of a field)
Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.
2 votes -
Option to create a time slot variable or fillable field (format 8:30 AM - 4:30 PM)
Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)
1 vote -
1 vote
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Required field for document Sender
Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.
"How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?
I want to add a field that my staff must enter before they are able to send off the document to be signed."
2 votes -
Tokens/variables for total discount
tokens/variables for total discount
1 vote -
27 votes
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Pull URL via variables
add additional variables that pulls a document's URL address into a template/document/PDF
1 vote -
2 votes
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1 vote
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