2 results found

1. Select Tool

   As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.

   Summary:

   1. Drag and select tool (encircle form fields for quick actions like copy + paste)
   2. Assign multiple form fields to a recipient in one click (thus allowing for a much quicker assignment phase)

   As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.

   Summary:

   1. Drag and select tool (encircle form fields for quick actions like copy + paste)
   2. Assign multiple form… more
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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:

   Select and move multiple fields

2. Pricing table items pulled from Salesforce should respect the current order in Salesforce, not the order in which items were added

   Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

   1. Go to PandaDoc Setup, then click on PandaDoc Configure Pricing Items.
   2. Below, under Pricing Items Sorting, you can set up the order in which you want the products listed in the PandaDoc pricing table.

   More info can be found here.