Settings and activity
9 results found
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677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Jeff Rosen
supported this idea
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8 votes
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Jeff Rosen
commented
Robert pointed out that the forwarding behavior in 2.0 is different than what was seen in 1.0.
In 1.0 the person whom a document was forwarded was forced into entering their first and last name. Within 2.0 the signature is defaulted to the email address of the new recipient.
The problem is that some of his documents are returning completed with emails rather than names. It may still be legally binding (not entirely sure here) but it is a large issue for him and the rest of his organization.
It would be ideal if the user who received the forwarded document had to input their first and last name in 2.0.
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154 votes
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18 votes
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!
Jeff Rosen
supported this idea
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7 votes
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, check the link below:
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Jeff Rosen
commented
Time to close displayed for all documents using template 'X'.
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191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
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Jeff Rosen
commented
The ability to have each user within a workspace choose between a dashboard displaying everything created within a workspace vs their own view.
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24 votes
Hi. 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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Jeff Rosen
commented
Be given the ability to adjust the size of columns and rows within tables.
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298 votes
Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.
Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
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Jeff Rosen
commented
Have the ability to edit the formatting for multiple text boxes at once.
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217 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Jeff Rosen
commented
Having the ability to search for a word in a document and be able to delete all instances of it.
Excel formulas being possible within PandaDoc Tables. Specifically, a sum formula and one for percentage increases/decreases would be ideal.