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 fields
radio buttons with conditional logic
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Tierney Craig commented
I agree with all of the below, plus, the ability to make dependent fields required/not required based on controlling field's answer
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AdminMadelyn Gunay (Admin, PandaDoc) commented
if a box is checked (or a drop down menu is selected for Yes), then a signature is required. If the box is not checked (or the drop down menu is selected for No) then no signature is required.
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Gizem Kocak commented
Really need! DocuSign had this and we used often to help guide users through our more cumbersome sales agreements, and for some HR docs with multiple fields that we send to new hires.
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Jessica Boyd commented
i like this idea, I would like to see it implemented.
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Matt Nugent commented
Healthcare New Patient Form. If you're signing for someone else, then you must fill in these fields.
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Natallia Skarabahatava commented
Conditional logic for fields:
a function, which puts in a prewritten text when I check a checkbox, -
Zack Daly commented
My firm specifically wants this feature for payment forms. A drop-down field for payment method with the choices, "ACH," or "Credit/Debit." By choosing "ACH," only the relevant fields for electronic check payment will be required. Vice versa for Credit/Debit.
The ability to hide/unhide fields along with required/not required would also be great, but it is very important to us to provide our clients the option to choose payment method, and also be able to require specific fields. We have run into many issues with our clients either skipping fields, or the payment form entirely, since I am unable to make any of the fields required.
Thank you for implementing conditional logic as soon as you can!
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Solomiia Mereniuk commented
leave space for a recipient to specify in a dropdown field
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Natallia Skarabahatava commented
Option to create a workflow when an answer is "yes" other fields pop-up to fill out
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Nani Ancheta commented
conditional form: show additional questions depending on the of the signer
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Jillian Chamberlain commented
Allow users the ability to validate a series of checkboxes to make at least one in the series required. For example. A client wants recipients to select at least one checkbox to identify their race.
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Natasha Santiago commented
So, we have Premier & Elite Retailers. The idea would be to have a check box or dropdown where client selects the option that corresponds to them, and then pandadoc populates the information required for that options
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Reginald Greyling commented
Allow dropdown boxes to alter the content of other dropdown boxes or blocks, making documents and forms more dynamic.
An example of this is a registration form for Internet services at a complex. The first dropdown box will allow the recipient to select the complex they are registering Internet services at, which will alter the content of the “Unit” dropdown box which has the complex’s unit numbers pre-populated.
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AdminRyanne Doumet (Admin, PandaDoc) commented
From client:
I have a question on if PandaDoc templates have a certain type of functionality.
Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
Appreciate any feedback you have on this one. -
Yana Martynenko commented
Drop-down fields dependencies. If you choose something in the first drop-down field, the second one shows you only the options that are related to the selected item. F.i. you choose in the first drop-down USA and the second one automatically shows you only states that are in the USA.
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Mike Turke commented
when making a selection in a drop down trigger to insert a value into an item into the document and or insert a line into a pricing table
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Mike Turke commented
clickwrap feature like docusign. basically a terms and conditions field or pop up that allows recipients to click "I agree"
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AdminShannon Morgan (Admin, PandaDoc) commented
Would like to see dynamic fields in templates, that will adjust automatically with correct formatting in the document based on the information entered.
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general idea : if a check box is checked make a number of linked fields also available.
ie: if "additional billing address is checked make the billing address fields available.