584 results found
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Field Validation in forms
Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.
2 votes -
2 votes
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2 votes
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2 votes
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Custom roles: restrick view of validation fields
In custom role settings add setting to disable the view of validation (masked) fields for the user.
2 votes -
Complete a conditional field (as a Signature), before being able to download an attachment
Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.
2 votes -
2 votes
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Editor fields navigation
Allow to navigate through the fields in document draft/templ
2 votes -
Include custom fields when adding a new item
When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.
2 votes -
lists and spaces in variables
ability to add lists and spaces in variables
2 votes -
Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables
Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)
2 votes -
2 votes
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Field placeholders outside of text fields
Move placeholder text outside of the field
2 votes -
can't finalize document without filling at lest 1 field (optional)
If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated
2 votes -
2 votes
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2 votes
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2 votes
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2 votes
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Assigning Fields to Internal Non-Signers
Problem Summary
Currently, PandaDoc assigns all fields to roles on the template. If a field is unassigned when you send the document, PandaDoc will auto-assign it to a signer, making it editable by the client recipient—even if you intended it to be internal-only and “read only” for external signers. There’s no intuitive way, in the UI or API, to assign a field to an internal/non-signer, fill it pre-send, and then have it locked for the client who is the only signer. This results in a loss of control and integrity for fields intended as internal-use or immutable after preparation.1 vote -
Introduce custom currency formatting settings for variables
Hi!
We would like to be able to modify currency values pulled from a CRM (HubSpot) into a template via variables, in particular ways.
For example by removing decimals.
1 vote
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