566 results found
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Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document
option to setup a fillable field for date that will auto fill the date that the client opened the link
16 votes -
Create contact with filled-in fields via form automatically
OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way
16 votes -
Edit Document Creation Variable (system variables)
Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out
16 votes -
placeholder for checkbox field
Placeholder for checkbox field.
16 votes -
Use excel to fill variables
Use excel to fill variables
15 votes -
Dynamic variables
They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values
15 votesHi. 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!
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Ability to set different fonts and sizes for the linked fields
Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.
14 votes -
Automatically align selected fields
Automatically align selected fields
14 votes -
Set fields as "not required"/"optional" by default
availability to set some fields as "not required" by default
14 votes -
14 votes
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Larger signatures and Initials within the Fields
Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.
14 votes -
Removing fields when a role is removed or unassigned / remove fields in bulk
When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.
14 votes -
Add default option for Date > Autofill with Signing Date
Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.
Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.
13 votes -
Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
13 votes -
Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.
Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.
13 votes -
custom fields in Price Table
Assign custom fields to columns in the Price Table
13 votes -
13 votes
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reassign fields after a document is sent
It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.- specifically to select fields...not all fields.
12 votes -
Restrict variable editing
Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel
12 votes -
ability to save customised fields
ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document
12 votes
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