531 results found
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Auto assign roles with Field Tag Recognition
Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.
It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:
{signature.client_1}
3 votes -
Highlight required fields that need to filled out before sending
Highlight required fields that need to be filled out before sending, for example, there are a couple of fields that need to be filled in before sending, like pay rate, start date, schedule, etc.
3 votes -
Upload variables automatically from .docx file like with the PDF
For example -- the field tags recognition and auto-place PDF fields.
3 votes -
Update document currency via variable
Option to update document currency via variable
3 votes -
Mask Signature field value
Option to have an invisible signature with the same encryption but no visual representation
3 votes -
Signature deletion
In case the signature is put in the draft document, it should disappear if the duplicate is created..
If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.
3 votes -
(Form fields) automatically adjust fields size after upload
ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload
3 votes -
3 votes
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3 votes
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Pricing table "enable quantity editing" set as required field
Pricing table "enable quantity editing" set as required field
3 votes -
single row table
A single row table would be very helpfull for a sum on a quate
3 votes -
I can't copy the text I entered in a field
It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.
3 votes -
Field Cloning
I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.
3 votes -
On the day exchange rate calculation.
We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.
3 votes -
3 votes
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Automatically add additional signature fields
We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.
It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.
3 votes -
to be able to control the user's progress in filling up the fields in a document
to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first
3 votes -
3 votes
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3 votes
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3 votes
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