514 results found
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Conditional Field Option base on Choices
- Will allow the user to set his preferred conditions.
i need to make a conditional field
2 radial buttons, 1) Agree 2) Do Not Agree
IF Button 1 (Agree) = True then Allow Signature Line, IF Button 2 (Do Not Agree) = No signature lines, unable to complete doc
basically, an agree/not agree to the terms1 vote -
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
1 vote -
1 vote
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Keyboard shortcuts to fill in fillable fields
Keyboard shortcuts to fill in fillable fields
1 vote -
Reset signature field after copying a document
Reset signature field even if it was set before document is sent.
1 vote -
Upload fields not publicly available
Hi there,
I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.
I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?
1 vote -
Make an option to place a field inside another one
Make an option to place a field inside another one
1 vote -
Option to create a time slot variable or fillable field (format 8:30 AM - 4:30 PM)
Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)
1 vote -
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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