42 results found
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Sync field's values to HubSpot
The customer desires the capability to synchronize the field values from a completed document to HubSpot.
1 voteWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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9 votes
Hi there!
Great news – autofill with custom days (X days after the signing date) is now available for all plans! Dive into this feature by checking out our help center.
If you have any feedback, don't hesitate to reach out to me.
Best,
Igor | PandaDoc Product Team
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Required selection of checkbox out of a group of checkboxes
One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.
2 votes -
Can you request to have your designers update the new version to have variables be in order and not alphabetical
Can you request to have your designers update the new version to have variables be in order and not alphabetical
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to sort the variables in the documents has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/360020552894-Variables
Have a wonderful day!
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Allow Recipients to re-assign the Signer!
To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
That should happen internally without my involvement. Very important feature to have to…1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 😊
The feature allowing to forward the Signer rights to another person is available within the system, please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/360019823694-Document-and-Signature-forwarding
Have a great day!
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Option signature fields
Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.
1 vote -
Option to customize or change the font or font size on fields
Option to change the font size on fields
it will allow the user to change the size of fonts on the ifields.
9 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1
Many thanks for your time! Have a wonderful day!
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I need a method to transfer variable values between pre-existing documents
I need a method to transfer variable values between pre-existing documents
1 voteHello there,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to transfer the variable values from one document to another is already available within the system. You can read more about this here:
Many thanks for your time! Have a wonderful day!
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variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents
variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents
8 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 allowing to order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.
Have a wonderful day!
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Ability to add a variable in a hyperlink
Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.
1 vote -
2 votes
Hi there 👋
Excited to share that Text field validation via regular expressions has been released.
For more information please visit our Help Center.
Looking forward to your feedback.
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Mandatory fields
make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
There is a way to make a field "Required" without assigning it to a role or recipient. Please see the file attached for more information.
Have a great day!
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Option to use upload fields in Forms
Allow recipients to upload files when filling out a Form
2 votes -
5 votes
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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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