319 results found
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Document Creation date variable calculations: auto-populate a date one year from the documents creation date
auto-populate a date one year from the documents creation date
4 votes -
change custom variable format
change custom variable format
7 votes -
5 votes
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Create Logic in Variable choices in a document based on products
I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…
4 votes -
5 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 -
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 -
Sync Collect files field with Dropbox
Sync Collect Files field in Dropbox
2 votes -
(Form fields) automatically adjust fields size after upload
ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload
3 votes -
Decimal places applied on pricing table variables
After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.
6 votes -
Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…
5 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 -
2 votes
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Option to have no spaces on number/text field
Option to have no spaces on number/text field
1 vote -
6 votes
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ability to save customised fields
ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document
11 votes -
Basic Standard/Default Fillable fields: Name, Address, Phone, etc.
Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.
20 votes -
1 vote
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Highlight/ point out unassigned fields in the template/document
should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields
7 votes
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