Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.
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This should have been possible by default. The inability to add custom fields to Contacts is a significant limitation in a solution that aims to improve efficiency and automation. Custom fields are essential for achieving an optimal workflow, and the restriction to a very limited set of default fields doesn't align with the purpose of this type of software.
Veritas Surgery commented
A way to save a default passcode for particular contacts.
Currently, authentication requires a new code to be entered in the document creation every time, even if the signer is a frequent recipient. Please add a way to save a password to the signer so it auto-populates every time.
For our operation this is critical, we work with alot of self employed persons and at this moment we would still have to manually input information like the chamber of commerce registration and VAT numbers.
Jonathan Monje commented
Ability to add more contact information/create custom fields to populate information on the contact page.
Kassel Aparte commented
Add VAT Number Field in the Create New Contacts section and be able to use this as variables in the document.
AdminAnonymous (Admin, PandaDoc) commented
add to contacts a company registration number
Jonathon Gillis commented
It would be useful to be able to add custom fields within contact information (for example, account number).
Company ID # | FEIN for USA, Company number in UK etc.
This would be a great help., At this time, these numbers need to be added manually which negates the time efficiency created by the contact info blocks
Michele Mereu commented
VAT number for companies
Dob, social security number / fiscal code for employees or candidates
Employee IDs, for example.
Alma Bailo commented
Additional contact fields
Oksana Dubetska commented
Ability to add a custom line as (references/description, etc.) to the contact in PandaDoc
Axel Amory commented
could the first section of the new customer information sheet have the details that match up with your quote template to save entering information twice as it is frustrating if you spend the time to enter in customer details and it doesnt load onto quote maily the customer adress
Taylor Malley commented
If the client was tied to an organization and having organization custom fields would be a huge win! For example - specific dates referenced in each contract i.e. PSA date that could auto populate.
AdminMadelyn Gunay (Admin, PandaDoc) commented
In the contact fields, it would be nice to add more fields. Custom fields per example.
Natallia Skarabahatava commented
Having a [role.billingaddress] variable in the list of role variables
AdminJenna Tinney (Admin, PandaDoc) commented
few requests for custom fields for contacts (example; a client number or something they’d like to use in a token on a doc).
Rix Martinez commented
A custom field where you can enter additional details under Contacts list.
Yana Martynenko commented
Mobile phone number variable (in addition to phone).
Madelyn Gunay commented
Is there any way to add a customer ID field on the contact card?