66 results found

1. Customizable options for field validation

   Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

   I have a tax field and I want to avoid input errors.

   Ex.:122649975TQ0001

   6 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
   Text field validation

2. Text field validation: view or edit field validation rules
   6 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Custom field validation

3. EV2 Grand total and pricing table variables updating dynamically
   6 votes

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   Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

4. Footer/Header - Ability to add signature fields, text fields.

   The ability to add fields on footer such as text field or signature fields.

   5 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below:

   How to add fields to the footer/header

5. EV2 Ability to access files uploaded in upload field via API
   5 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   https://developers.pandadoc.com/changelog/editor-20-attachments-and-collect-file-fields

6. Subtotal variable
   5 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   We’re excited to let you know that the feature is available. Please see this link for more information.

7. option to add multiple recipients for a fillable field

   option to add multiple recipients for a fillable field

   4 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Recipient groups

8. 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

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Fields (new experience)

   Fields (classic experience)

9. Duplicate Fields with Assigned Role

   When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

   3 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Liza Gatsak responded

   Released for Editor 2.0

10. assign fields automatically to role/recipient that is selected
    3 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

11. Required fields

    Make all fields required when placing them in a document

    3 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

12. Replace signer without editing the document
    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Change signer

13. Required selection of checkbox out of a group of checkboxes

    One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

14. Sync Collect files field with Dropbox

    Sync Collect Files field in Dropbox

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, Box, or SharePoint

15. Regular Expression field validation

    https://en.m.wikipedia.org/wiki/Regular_expression

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    Excited to share that Text field validation via regular expressions has been released.

    For more information please visit our Help Center.

    Looking forward to your feedback.

16. Option to use upload fields in Forms

    Allow recipients to upload files when filling out a Form

    2 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

17. Sync field's values to HubSpot

    The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminVasil (Remeniuk, PandaDoc) responded

    We're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:

    https://www.pandadoc.com/blog/hubspot-2-way-sync/

18. Ability to put signature field inside the text block and not just on top of it.
    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Inline fields

19. Can you request to have your designers update the new version to have variables be in order and not alphabetical

    Can you request to have your designers update the new version to have variables be in order and not alphabetical

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to sort the variables in the documents has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/en/articles/9714599-variables

    Have a wonderful day!

20. Allow Recipients to re-assign the Signer!

    To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
    For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
    That should happen internally without my involvement. Very important feature to have to streamline the process and user experience.

    Plus, your competitors have this feature :)

    https://support.docusign.com/s/question/0D51W000069k7LZSAY/how-to-give-a-signer-privileges-to-forward-the-signing-authority-to-someone-else?language=en_US

    To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
    For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
    That should happen internally without my involvement. Very important feature to have to… more

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 😊

    The feature allowing to forward the Signer rights to another person is available within the system, please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/360019823694-Document-and-Signature-forwarding

    Have a great day!