532 results found
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Text block conditional logic
The ability to have conditional logic on text block not just text fields.
1 vote -
Variable in Document Name/Title within the bundle
Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.
1 vote -
HubSpot variable value to exclude zeroes
HubSpot variable should have capability to exclude values of zeroes after the decimal point
1 vote -
expand description in the drop down menu
expand description in the drop down menu
1 vote -
Display Card details field conditionally based on the value of the variable
Display Card details field conditionally based on the value of the variable.
For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.1 vote -
"Select all" Checkbox field
The "Select all" checkbox should automatically check all other options
1 vote -
Making fields required or not required based on other fields
Option to set fields as required or optional based on answers provided in other fields. For example, to have two checkboxes where selecting one makes the other non-required. This will help ensure that the checkboxes are not overlooked and that only one can be selected at a time. Or the option to make fields required when others have a certain value.
1 vote -
Auto-place fields when the document is uploaded to the existing template/document
Auto-place fields when the document is uploaded to the existing template/document (via + button)
1 vote -
match the alignment of the texts in a text field to the boxes in an uploaded pdf
We are attempting to create a document to sign, the TFN form is a good example, the issue is the boxes dont line up the way we want them to. We want boxes to be typed in individually but it does not seem panda dox can do this?
1 vote -
Set various required Signatory fields as a minimum (default) before Doc can be sent
This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!
1 vote -
1 vote
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Automatically fill in blank field
If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")
1 vote -
Ability to set up several rules for conditional fields
Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box
1 vote -
Maintain variable placement when the source file is replaced in the document
The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature
1 vote -
several rules for 1 drop box
several rules for 1 drop box
1 vote -
1 vote
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For variables to pass more than 10000 characters
The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.
1 vote -
Text block restricted by table cell
Option to make fillable text field only stretch to the perimeters of the table cell
1 vote -
Create custom fillable fields
The ability to create custom fillable fields
1 vote -
Ability to delete recipient uploaded content via Collect Files Field
The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.
1 vote
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