563 results found
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The Radio button should have an option to allow multiple selection.
The Radio button should have an option to allow multiple selection.
1 vote -
Tag fields for Templates from PDFs via API
We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.
2 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 -
Prevent duplicate data entry in fields
Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template
2 votes -
Option to automatically update variables based on the selected product
I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.
2 votes -
[Smart content] Show full variable name in the list
Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name
2 votes -
Link Signature fields
Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?
2 votes -
variable that will display the document currency on the document
a variable that would allow us to display the document currency on the document
2 votes -
Fillable Fields: Ability to set a conditional rule for Initials
Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.
2 votes -
Card details field with Whop
Use the card details field for another payment processor like Whop.
1 vote -
Ability to reference Field ID of fillable fields as variables
Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.
My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…
2 votes -
MM/DD/YY date format
Option to have MM/DD/YY format instead of MM/DD/YYYY
2 votes -
Collect and Encrypt credit card details with Chase payments through Salesforce
Collect and Encrypt credit card details with Chase payments through Salesforce
2 votes -
Integration with JetPay
Integrate with JetPay payment gateway
1 vote -
Variables: Have the ability to use "Sender" details from variables without sending the document to the sender
Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.
4 votes -
Ability to Have More Than One Conditional Logic Rule per Option
It would be extremely helpful when you have Conditional Logic, to have the ability to have more than one rule apply to applicable options. For example, when selecting an option with radio buttons, it prompts the person to fill out a secondary radio button selection based on their first selection. It would be helpful to have a SECOND rule where when the person selects that first option, they ALSO have to fill out the text field.
1 vote -
Variables produce a link to the website
When a variable is filled in, a website link is added automatically via automation.
2 votes -
multiple check boxes mandatory at once
It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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option not to change the fields names on template and document bundling
Ability or option not to automatically change the fields names on template and document bundling.
1 vote -
Fields should tie to and update variables used in document
eg - CompanyName (field) pre-populates with Company.Name (variable) and variable updates when field changes.
PandaDoc's "AI" bot tool gives the below instructions (which are wrong) to do this. But it would be great if this actually worked.
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Yes, you can create a field in your PandaDoc template that prepopulates with the Company.Name variable and allows the client to edit it, updating the variable throughout the document. Here's how:
In your template, go to the Variables tab and find the Company.Name variable.
Copy the variable name without square brackets.
Click on a field in your template and select 'Properties' on…1 vote
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