453 results found
-
1 vote
-
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 -
Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…
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
-
1 vote
-
Pricing table "enable quantity editing" set as required field
Pricing table "enable quantity editing" set as required field
1 vote -
Static form
Forms can be uploaded as a static document, without signing/sending features.
1 vote -
1 vote
-
Non-editable text block in PDF uploaded via API
Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.
1 vote -
Add a Weight Field with Subtotal or a Generic Whole Number Field with Subtotal
The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.
1 vote -
Required field countdown bar in EV2
in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1
1 vote -
1 vote
-
variables view for ev2
The single tab between the variable entries should be returned for ev2
1 vote -
1 vote
-
No placeholders by default for text fields
Option to have no placeholder for fillable fields (leave blank)
1 vote
- Don't see your idea?