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Conditional fields
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fieldsradio buttons with conditional logic
484 votes -
Autofill the date field / variable with the date of signing the document
Auto-populate the date field / variable based on the date the document is signed
358 votes -
Autofill Repeating Fields (Fields Mirroring)
Fill Out Field Once & Auto-populate Across All Instances
311 votes -
Ability to change the date format for variables
To be able to modify the format of the Document.CreatedDate variable (token).
273 votes -
[Bulk actions] Ability multiselect for blocks and fields
Ability multiselect for blocks and fields with bulk actions
186 votes -
141 votes
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Changing the role fields color: change the color of the fillable fields
Ability to change the color of the fillable fields
94 votes -
Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
91 votes -
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Set Variable formatting passed from CRM
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
70 votes -
58 votes
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Assign all/several fields to one role/recipient at once in EV2
when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?
52 votes -
Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
51 votes -
Calculated Variables in Pricing tables
Ability to add varibles in columns that are not just plain text so that they can be multiplied.
45 votes -
Automatic calculations in tokens/fields
Automatic calculations in tokens/fields (E.G. Document.CreatedDate + 7 Days).
41 votes -
Collect Fiels field to automatially download the attachment
Automatically download the attachments when opening the fiels added to collect files field
27 votes -
Set a character limit in text boxes (fields).
Set a character limit in text boxes (fields).
25 votes -
Document sent variable that auto-populates
Hello,
Is it possible to have a "date sent" variable as opposed to a date created?24 votes -
Ability to assign fields to a group of recipients
have a field that multiple people can edit.
23 votes -
Ability to move through (tab) all fields - Required and Optional Fields
For longer applications in PandaDoc it would be a better user experience if you could turn on tabbing to both required and optional fields.
Be able to tab through ALL fields not just required fields.
22 votes -
New Date Variables: Date Submitted & Signature Date
We need a variable for when a document is submitted to a receiver. For example. this date variable would be used in the cover letter or the agreement effective date. It would be populated with the date the document is sent to the recipient.
The second date variable/field is Signature Date. This date would be populated with the date a person signs the document. This field would be associated with the signer of the document and populated automatically when they sign the document.
19 votes
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