319 results found
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profit&margin variables
ability to use pricing tables profit&margin variables
4 votes -
Vertical placement of fields
some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal
4 votes -
4 votes
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Placeholder for a field : Ev2
Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).
4 votes -
audit trail available on the signed document (not in the editor) within the signature field
audit trail link or option within the signature field - before or after the recipient signs the field
3 votes -
Ability to update a signer without clearing all the fields.
Ability to update a signer without clearing all the fields.
3 votes -
Allow recipient to change information if it's incorrect from Saleforce variables.
Allow recipient to change information if it's incorrect from Saleforce variables.
3 votes -
Radio Buttons -Hide the Option Text
Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.
3 votes -
Fill in variables on the template level
Ability to fill in variables on the template level
3 votes -
Show all of Card Details
When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.
3 votes -
Ability to have multiple optional initial fields (conditional)
The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.
3 votes -
Allow Auto Assigning fields to multiple recipients
Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page
3 votes -
Formula Validation Field (see description)
Feature request for formula validation
A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
This would help to ensure that the information in the document is accurate and consistent.
I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…3 votes -
Default drop down lists
Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.
3 votes -
Set a date range for recipients to choose from on date fields
Set a date range for recipients to choose from on date fields
3 votes -
Auto assign roles with Field Tag Recognition
Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.
It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:
{signature.client_1}
3 votes -
highlight required fields before sending
i just want to have to fill out a couple fields before sending the doc like a highlight place holder. so i cant have my employees send out the document and know what text they have to change before sending it out? Like pay rate, start date, schedule etc
3 votes -
Ability for recipient to circle text, like radio buttons (type of a field)
Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.
3 votes -
Update document currency via variable
Option to update document currency via variable
3 votes -
Signature deletion
In case the signature is put in the draft document, it should disappear if the duplicate is created..
If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.
3 votes
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