266 results found
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Attached file Sender field. An option to attach a file to a document for a recipient to download, similar to how Collect Files Field works
An option to add in the forms a click to download a document.
Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.1 vote -
Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM
Option to attached uploaded items on the document to the CRM.
- Will include attached item in document when link to CRM.
1 vote -
1 vote
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Verbal signature
We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.
NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.
"Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."
1 vote -
autosizing font in fillable fields
Ability for font to decrease in size if needed to fit into a fillable field
1 vote -
Pass info from a form response and transfer them into a template via variables.
Option to transfer field info to the template aside from variables and pricing table.
- Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
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 -
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
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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
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variables view for ev2
The single tab between the variable entries should be returned for ev2
1 vote -
1 vote
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No placeholders by default for text fields
Option to have no placeholder for fillable fields (leave blank)
1 vote -
Add the option to make the 'Collect Files' content block inaccessible to clients.
This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.
We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.
1 vote -
Context menu on pricing table
Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.
1 vote
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