564 results found
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Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.
176 votesThe status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
141 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
128 votesGreat news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
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Enable Smart Content from Fields as well as Variables
I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.
95 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
94 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Calculated Variables in Pricing tables
Ability to add variables in columns that are not just plain text so that they can be multiplied.
89 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
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Automatically download the attachments when opening the files added to collect files field
Automatically download the attachments when opening the files added to collect files field
69 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
67 votesWe appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!
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Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Automatically place signature/initial or any field on every page by dropping it once
Automatically place signature field on every page by dropping it once
64 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Variable Calculations: Basic Mathematical Operations
Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables
63 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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55 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Mass Download "Collect file" field attachments
It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.
53 votesHi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.
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Change Time Zone for Date Variable
change time zone for date variable formatting
51 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Ability to set text alignment for a field (center or right align)
Want to have the ability to align the position of the text within the field.
It needs to work for any text entered by the signer.50 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Customers / recipients can edit variables
The ability for the recipients to edit variables.
44 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Fonts for signatures - Set Default font option or Add Font for Signature Field
Fonts for signatures - Set Default font option or Add Font for Signature Field
41 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Upload multiple files in a single collect files field
Option to upload multiple files in a single collect files field
39 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Unmasked fields in PDF: the finalized PDF version of a doc to show the masked fields unmasked
Save PDF with the unmasked fields.
37 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Conditional fields for content library
Conditional fields for content library
35 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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