Settings and activity
93 results found
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63 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Charmyn Marchan supported this idea ·
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21 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!
An error occurred while saving the comment Auto place fields with our without field tags in eForms too.
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4 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!
An error occurred while saving the comment Th ability to have an auto-refresh feature in MS Dynamics for Safari users as the list of associated documents does not show right away (works in Chrome) and manual refresh has to be done.
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18 votes
An error occurred while saving the comment Adding CLI blocks with free orientation (e.g. blocks added on cover page/uploaded pages) includes blank pages along with it but works properly when the CLI is created/saved from the content page.
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30 votes
An error occurred while saving the comment Set it up so that the custom variable name is not shown, if the custom variable contains no value (blank) - Michael Yoon
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253 votes
Great news!
The new color palette for fillable fields is now available to everybody.
While this does not allow you to pick colors for recipients, we've chosen eight distinct colors that will be assigned to the recipients automatically, depending on their order. These distinct colors will fix the issue of two recipients having similar colored fillable fields. We've carefully selected these new colors to not only pass the contrast checker, but also to make sure that they are easily distinguishable for individuals with color blindness.
For use cases that require you to pick colors for branding, customization or any reason other than distinguishability, please upvote this idea: Ability to pick/change colors of fillable fields.
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9 votes
Valeryia Baranava responded
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24 votes
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87 votes
Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!
You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!
Learn more about this functionality here.
You can also assign all fields at once on the document level before you send the document.
- If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
- If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.
An error occurred while saving the comment Also, the ability to make all/multiple fields required or optional at the same time.
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1 vote
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11 votes
An error occurred while saving the comment Also, the ability to have a document expire within 24 hours and reminders sent in x # of hours as suggested by a user. This is relevant to time-sensitive docs that require immediate attention.
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30 votes
An error occurred while saving the comment Ability to bulk send via integration with Monday.com.
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6 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!
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307 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to change an uploaded PDF's page size.
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56 votes
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
An error occurred while saving the comment Link documents in Sent or Viewed status too.
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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302 votes
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Check out these helpful articles:
An error occurred while saving the comment An optional parameter to show or hide custom fields in the document creation request for the pricing table.
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13 votes
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289 votes
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128 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature has been released. Please see this link for more information: Bulk import documents to PandaDoc.
Have a wonderful day!
An error occurred while saving the comment Is it possible to upload a complete folder from my desktop to the Content Library. I have several folders that I would like to upload to Pandadocs, instead of having to upload individual documents one at a time. - Brent D
Ability to merge vertical cells in a table.