421 results found
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Create contact with filled-in fields via form automatically
OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way
16 votes -
placeholder for checkbox field
Placeholder for checkbox field.
16 votes -
Removing fields when a role is removed or unassigned / remove fields in bulk
When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.
16 votes -
16 votes
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Automatically align selected fields
Automatically align selected fields
15 votesValeryia Baranava responded
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Use excel to fill variables
Use excel to fill variables
15 votes -
Recipient Draw option / Drawing field
The option to draw in PandaDoc from the recipient's side.
14 votes -
Ability to choose if a signature is to the left, centered, or to the right aligned.
Ability to choose if a signature is to the left, centered, or to the right.
14 votes -
14 votes
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Larger signatures and Initials within the Fields
Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.
14 votes -
Smart content: ability to add into the footer
Smart content: ability to add into the footer
13 votes -
Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.
Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.
13 votes -
custom fields in Price Table
Assign custom fields to columns in the Price Table
13 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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reassign fields after a document is sent
It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.- specifically to select fields...not all fields.
12 votes -
Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
12 votesLindsey Schocke responded
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Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
12 votes -
ability to save customised fields
ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document
12 votes -
PDF field recognition improvements
When uploading a PDF document as a template improve field recognition.
12 votes -
12 votes
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[Master settings] Custom variables sharing across templates
Share variables across the templates.
12 votes
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