Settings and activity
29 results found
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54 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Kamari Ross
supported this idea
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38 votes
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260 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Kamari Ross
supported this idea
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262 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Kamari Ross
supported this idea
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29 votes
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Kamari Ross
supported this idea
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217 votes
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Kamari Ross
supported this idea
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An error occurred while saving the comment Kamari Ross
commented
Hello!
The client requested to have a search and replace feature
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7 votes
Lindsey Schocke responded
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347 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Kamari Ross
supported this idea
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227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
Kamari Ross
supported this idea
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
Kamari Ross
supported this idea
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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.
Kamari Ross
supported this idea
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416 votes
I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!
Kamari Ross
supported this idea
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40 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!
Kamari Ross
supported this idea
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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.
An error occurred while saving the comment Kamari Ross
commented
Client wants the ability to change colors of the roles
An error occurred while saving the comment Kamari Ross
commented
Change the color of the recipients in document
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123 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.
For more information, please click the link below!
Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)
An error occurred while saving the comment Kamari Ross
commented
Page breaks break blocks into two block
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129 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Kamari Ross
commented
Change timezone settings for document expiration settings so the client can adjust for their customers timezones.
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103 votes
Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.
Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.
An error occurred while saving the comment Kamari Ross
commented
Link content library items so updates can apply to all templates and documents
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Kamari Ross
commented
Have the ability to add to and add from the content library to Header/Footer
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Kamari Ross
commented
Transferring the formatting rich field for integrations
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66 votes
Hi there! 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 Kamari Ross
commented
The ability to use forms in the hubspot integration.
Add a option in reporting to see analytics for what tags are being used for in the reporting feature