537 results found
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Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)
Warn document creators that information required by them for fields is missing when sending documents.
6 votes -
Master setting: Universal set of variables for all templates and CLIs
The ability to set your custom variables at the account level and their default values at the account level would be fantastic.
If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.
6 votes -
6 votes
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Link conditional fields
Option to link fields in case the condition is applied:
I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field5 votes -
Automatically remove unfilled variables before clicking the Send button
Automatically remove unused variables
5 votes -
Variable in Document Name/Title within the bundle
Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.
5 votes -
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
5 votes -
Variable for Template.Name
A system variable that will automatically populate the template name, useful when creating documents via CRM integrations
5 votes -
Variable font design
Change the font in variables for separate values
I.e. in a variable Hello World make the word "World" in bold5 votes -
option to have a fillable field without any assigned recipients
option to have a fillable field without any assigned recipients
5 votes -
Design options for the signature and initial fields
The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)
5 votes -
Fillable field - automatically expanding while recipients type on it
automatically expanding while recipients type on it
5 votes -
Make fields conditionally (non-) required if previous field is filled out.
Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.
For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.
5 votes -
Drag & drop Variables
The variables could also have the option to be placed with drag & drop as content blocks are.
5 votes -
Set a date range for recipients to choose from on date fields
Set a date range for recipients to choose from on date fields
5 votes -
Ability to make radio buttons look like checkboxes.
Set up checkboxes with logic to select at least one for W9 forms.
"Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"
5 votes -
Ability for recipient to circle text, like radio buttons (type of a field)
Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.
5 votes -
5 votes
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5 votes
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5 votes
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