583 results found
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Set a Date to Signing Date + X days AND exclude weekends and holidays
Please add the feature where you can set a date field to X BUSINESS days after the signing date. Right now it adds that number of days but we need the ability to exclude weekends and holidays.
Thanks!
10 votes -
Ability to customize the order of the variables on the variables tab (more than by category and document folder)
Ability to customize the order of the variables on the variables tab. Currently, you can only do this by category and document folder. Would like the ability to organize them however we want.
3 votes -
Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
3 votes -
Pass Pipedrive Contacts variables to Pipedrive Deal variable
cross-reference Pipedrive Contacts variables to Pipedrive Deal variable so that the contact variables will also be available when creating a document in deals
2 votes -
Variable Calculations: Basic Mathematical Operations
Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables
64 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Ability to limit the future dating range
A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?
For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).
We might not be able to maintain/honor our current pricing that far in advance.
5 votes -
Allow multiple checkboxes to apply conditional logic to the same variable
Allow a way to add multiple rules for the same field.
Eg, they would like it set up so that if you select either one of multiple check boxes, it will show the same variable. In this case, it's selecting either C Corp, S Corp etc to then prompt someone to enter their EIN as shown here:
1 vote -
Checkbox field: Design and color options to make it more visible
Option to change checkbox colors from default gray to more vibrant, visible colors for better visibility and user experience.
3 votes -
Ability to print signatures on paper documents
Ability to print signatures on paper documents and align with the formatting.
1 vote -
calculation or ability to use formulas in fields
I have five dropdown fields with numeric values. I need to place another field that displays the average of those five dropdown fields. In Docusign, we achieved this with a formula field. I can't find the equivalent in PandaDoc. How would I display the average of those fields in PandaDoc?
1 vote -
Ability to include CRM variables into reports
Ability to include CRM variables as column options into reports
2 votes -
Refresh feature to populate role variables of recipients after document was created
When a document is created without a recipient assigned to a role, the role variables remain empty. However, if a recipient is added later, they are not auto-filled with the information connected to that recipient.
2 votes -
preserve field-to-role assignments when pages are duplicated—whether in a template or in a live document.
Could we preserve field-to-role assignments when pages are duplicated—whether in a template or in a live document? Currently, When we are duplicating pages within a document, we noticed that fields that were assigned to different roles end up getting reassigned to a different or just one role.
1 vote -
Text Block Visibility Based on Empty Variables
Ability to hide text blocks (not just variables) if the associated CRM-mapped variable is empty, to avoid showing incomplete or blank fields in client-facing documents.
2 votes -
System Variable for Document Renewal Date
Add a system variable that automatically populates the document renewal date.
2 votes -
Option to link conditional fields to payment
Add an option to link conditional fields to payment. For example, if the user selects 'Yes', they proceed to payment; if 'No', the document will be completed without payment.
3 votes -
Autofill the signature field with previously used signature by the signer
the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.
5 votes -
Autovalidation of minimum field size
Date fields (or any field type) should not be resizable smaller than the minimum required to display the data. It does not make sense that I can add a date field, but size it small enough that I can't actually read the date. If the field requires entering the day, month, and year to the field, I should not be able to de-size the field to the point that I can't see part of that date.
Otherwise, if there are use-cases where de-sizing it and obstructing the field is useful, there should be a lock/unlock option on fields so you…
1 vote -
Collect fiels field: setup file type
To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg
2 votes -
Bulk Update Date Field Settings Across All Templates/documents
Ability to Bulk Update Date Field Settings Across All Templates/documents
2 votes
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