Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)
when fill in a document with optional fields the arrow should point all the fields (required and optional)
Hi. 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!
Agnieszka Czernik commented
When there are required fields in the document, there is a walkthrough in PandaDoc which highlights all the fields that need to be filled in (You have X required field(s) to fill out)
There would be a useful option to have those walkthroughs for all the documents and all the users - no matter if the fields are required or not, so that they cannot be missed at any time.
AdminLori Nolen (Admin, PandaDoc) commented
an icon or some way to tell if a field was required or not when drafting without clicking into each field. mentioned by customer: firstname.lastname@example.org
Sherry Spaulding commented
Is this going to be corrected? We can lose very important information because of this. For example, we can't put a requirement for fields asking for a social security number, because they also could have a TIN for their business. But, these are important fields. Maybe this could be an option instead of requirement? Asking for consideration please.
When a recipient is signing a document, the prompt only takes them to each of the required fields vs every single field including optional ones.
Right now, when a recipient is moving through a document, the yellow arrow will skip over fields that are not required. This request is for that yellow arrow to not skip over the optional fields.
Dana Russo commented
Making certain things "required" can cause liability for the sender, however, the reader often misses non-required things like check-boxes. This information can be imperative to the document (check a box), but not required, in that a reader may not be checking ALL boxes.
Thank you for considering this.
Thomas Hayes commented
When all fields are optional they are a hard to see grey. It would be nice if they were colored, even when all were set to optional
Craig Schneider commented
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.
AdminShannon Morgan (Admin, PandaDoc) commented
Ability to change the the way recipients are directed to fill out their assigned fields