549 results found
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Collect Files Field: Add On to Essentials Plan
Ability to add the collect files field as an add on to the Essentials plan.
2 votes -
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 -
Fill a variable with information from another document in your account
Fill a variable with information from another document in your account
2 votes -
Option to Prefill a Field but require the Signer to Confirm it's Correct
Option to prefill a field that the signer still has to confirm is correct and prompt them to do so. Required fields that are prefilled with information by the Sender are being skipped over as "answered".
1 vote -
do not skip non-required field when you finish the document
do not skip non-required field when you finish the document
1 vote -
Ability to have a different variable date format on each template
I'd like to change variable date format on separate templates/ documents that will override the general settings
2 votes -
autofill the recipient's location in the fields
autofill the recipient's location in the fields
1 vote -
Check box list: select all that apply
You could replicate the radio button feature but allow for multiple selections for "select all that apply" scenarios.
1 vote -
Dynamic URL Variable Substitution for Text Links
Objective:
Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.Feature Description
This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.Example Use Case:
A user creates a link in a document with the URL:
https://example.com?user={FirstName}&doc={DocumentID}When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.
How It Works:
Variable Definition:…1 vote -
Conditionally require fields based on custom variables
Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.
Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.
I tried setting…
1 vote -
Ability to automatically select the value from the dropdown field based on a conditional rule
Ability to automatically select the value from the dropdown field based on a conditional rule.
2 votes -
Upload dropdown field items
The ability to upload dropdown items rather than manually entering the item value.
2 votes -
Formatting Rules for Variables
Ability to apply capitalization rules within our variables. Example:
The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
Later in the document, the insertion and last name should both appear in capital letters.3 votes -
Mandatory Completion of Smart Block
It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?
1 vote -
2 votes
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Option to expand radio button from one page to another
Ability to expand the radio button from one page to another in case there is a page break
2 votes -
Scheduled Fields
Add a condition or schedule to when the fields need to be completed.
''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''
1 vote -
Automatically delete assigned fields when deleting recipients
A way to automatically delete fields from an assignee when removing such assignee/role from the document.
2 votes -
2 votes
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