542 results found
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custom fields in Price Table
Assign custom fields to columns in the Price Table
12 votes -
12 votes
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[Master settings] Custom variables sharing across templates
Share variables across the templates.
12 votes -
Document.value variable for Bulk Send
Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.
11 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! -
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.
11 votes -
Ability to add signature field without assigned recipient.
Ability to add signature field without assigned recipient.
11 votes -
Ability to customize system variables like the document reference number
Ability to customize system variables like the document reference number
11 votes -
Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
11 votes -
Drop down menu in forms that will populate fields based on drop down selection
example: I need information on a portfolio of building (number of building is between 1-25)
I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.11 votes -
switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status
switch fields in a template/draft document with Tab
11 votes -
Ability to choose if a signature is to the left, centered, or to the right aligned.
Ability to choose if a signature is to the left, centered, or to the right.
11 votes -
Allow to send a document with multiple signers to send without knowing the additional signer's email
It would be helpful if there are multiple signers to a document:
- first signer identified/assigned - fields.
- Second or multiple signers - unknown emails/unassigned.Perhaps when they receive the document, there could be a registration or verification for the field assignments.
Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
Issue: sender does not know the additional signers to add before sending the document10 votes -
PDF field recognition imporvements
When uploading a PDF document as a template improve field recognition.
10 votes -
Min/max numbers for text field validation (Numbers only)
Text field validation_Numbers only: having an option to require a minimum number of numbers
10 votes -
Multiple lines in variables: insert line breaks in tokens/variables
insert line breaks in tokens/variables
10 votes -
Recipient Draw option / Drawing field
The option to draw in PandaDoc from the recipient's side.
10 votes -
Add a hyperlink in a text field
As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.
9 votes -
Option for downloaded PDF to have information from the collect files field
- Downloaded PDF has an active collect file field
9 votes -
Ability to duplicate multiple fields at once
Ability to duplicate multiple fields at once
9 votes -
Conditional feature for fields that will prompt the signer to choose if required or not required
Conditional feature for fields that will prompt the signer to choose if required or not required,
9 votes
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