321 results found
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1 vote
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Attached file Sender field. An option to attach a file to a document for a recipient to download, similar to how Collect Files Field works
An option to add in the forms a click to download a document.
Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.1 vote -
Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM
Option to attached uploaded items on the document to the CRM.
- Will include attached item in document when link to CRM.
1 vote -
1 vote
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Quality/clarity of uploaded image
Make sure uploaded images to the collect files field are clear/not blurry and easy to read. Use case: If recipient uploads a QR code, if it's too blurry the customer cannot use the image that was uploaded.
1 vote -
Verbal signature
We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.
NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.
"Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."
1 vote -
1 vote
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autosizing font in fillable fields
Ability for font to decrease in size if needed to fit into a fillable field
1 vote -
1 vote
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"My Signature" tab should be available in Free eSign plan.
"My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
From: info@steuern-schuster.de1 vote -
Pass info from a form response and transfer them into a template via variables.
Option to transfer field info to the template aside from variables and pricing table.
- Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
1 vote -
Add text field that are previously filled with the information. These fields appear once the circumstance is chosen
Add text field that are previously filled with the information. These fields appear once the circumstance is chosen
1 vote -
1 vote
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Delete All Variables in Document
Want to delete all instances of a variable in 1 click instead of removing them all manually.
1 vote -
Ability to edit drop down options in a template
You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.
1 vote -
Use arrow down to go into description field
Option to use arrow down to go into description field in the pricing table
1 vote -
Information Fields (Non Role)
The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.
1 vote -
Auto-generate document variables for page numbers, header names, etc.
In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.
1 vote -
Option to have no spaces on number/text field
Option to have no spaces on number/text field
1 vote -
1 vote
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