581 results found
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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.
8 votes -
Better align inserted fields with written text
Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.
8 votes -
Have fields automatically format based on the selected validation
For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.
8 votes -
change custom variable format
change custom variable format
8 votes -
Decimal places applied on pricing table variables
After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.
8 votes -
Functionality for Optional Client Fields
When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.
In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…
8 votes -
ability to resize the fields to smaller without hiding the data in pdf
ability to resize the fields to smaller without hiding the data in pdf
8 votes -
Make Variable Field Type Boxes Expandable
I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!
8 votes -
Partially fill in document fields
Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.
8 votes -
Variables working with Dropdown fields / Drop-down value for Variables
"I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "
8 votes -
Improve PDF Processing Errors
when using Upload PDF to create PandaDoc via API.
if pdf fails to process we should return useful errors.
8 votes -
Ability to populate documents from fields filled in on a prior document
Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.
8 votes -
The content of the upload field is displayed in the document
My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
Is there another way to achieve this goal if the Upload Field is not the way to do it?8 votes -
8 votes
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7 votes
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Add a new Document-level Variable for Documented-Completed-Date
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations
7 votes -
Variable for the current date
Ability to have a variable for the current date
7 votes -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
7 votes -
Ability to restrict/lock field editing and placement on templates/ documents
Ability to restrict field editing and placement on templates/ documents
7 votes -
Make .docx downloads support fillable fields when they are filled out.
Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!
7 votes
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