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  1. 63 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’d like to provide you with a workaround to potentially achieve the desired workflow. To create a Template from a Form, you can convert the Document created from the Form into a Template.
    Thank you for sharing your feedback, stay tuned for other updates!

  2. 5 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’d like to provide you with a workaround to potentially achieve the desired workflow: the size of the signature will depend on the size of the signature field that you have placed in the document. Here is a screencast that shows how to do that: https://share.getcloudapp.com/E0uZxWeR
    Thank you for sharing your feedback, stay tuned for other updates!

  3. 74 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’d like to provide you with a workaround to potentially achieve the desired workflow. When there is one recipient is a document, sending a document with fields unassigned will automatically trigger the assigning fields to this recipient, so you do not have to do it manually. This would work for cases when there is only one recipient is a document.
    Thank you for sharing your feedback, stay tuned for other updates!

  4. 26 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. We would suggest you using our integration with Zapier. It can allow you to auto-send your document to a specific recipient, once the document is completed in PandaDoc.

    Please refer to these articles to read more about Zapier integration and how to set up it.

    https://support.pandadoc.com/hc/en-us/articles/360008722914-Zapier

    https://support.pandadoc.com/hc/en-us/articles/360058019153-Zapier-Setup

    Alternatively, there is a way to set up the forwarding of the emails received from PandaDoc within your emailing system. If this is Gmail, please follow this link for more details: https://support.google.com/mail/answer/10957?hl=en

    Thank you for sharing your feedback, stay tuned for other updates!

  5. 4 votes

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  6. 12 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Example:

  7. 6 votes

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    An error occurred while saving the comment
    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. We would suggest you using our integration with Zapier.
    It can allow you to send the PDF of the completed documents to your recipients, once they will be completed in the PandaDoc, even if you turned off the Download option. (Examples in the screenshots attached)

    Please refer to these articles to read more about Zapier integration and how to set up it:
    https://support.pandadoc.com/hc/en-us/articles/360008722914-Zapier
    https://support.pandadoc.com/hc/en-us/articles/360058019153-Zapier-Setup

  8. 3 votes

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    An error occurred while saving the comment
    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is an option to recover a deleted Form. For this, please convert a Document created from the Form into a Template and then create another Form using it (template). Here’s the link for more details: https://share.getcloudapp.com/p9uQDoGQ

    Thank you for sharing your feedback, stay tuned for other updates!

  9. 17 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is an option to transfer field values from one document to another via Zapier. Please follow the link for more detail: https://share.getcloudapp.com/OAujDZ24

    Additionally, here's the link to the Zap we created for this use case: https://zapier.com/shared/8f269016e48b235474af5862e4af8ed4ef4085cc.
    Thank you for sharing your feedback, stay tuned for other updates!

  10. 7 votes

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    An error occurred while saving the comment
    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is a way to pull the values from the spreadsheet into PandaDoc document with the help of Zapier. However, this is necessary to decide on the trigger when you’d like this to happen. For more information, please follow the links:

    https://support.pandadoc.com/hc/en-us/community/posts/360050982434-Form-to-Spreadsheet-to-Template-

    https://support.pandadoc.com/hc/en-us/articles/360008722914-Zapier
    Thank you for sharing your feedback, stay tuned for other updates!

  11. 3 votes

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    An error occurred while saving the comment
    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is an option to make the shareable link expire when you set up auto-expiration for a document: https://support.pandadoc.com/hc/en-us/articles/360016122294-Auto-expirations

    Thank you for sharing your feedback, stay tuned for other updates!

  12. 2 votes

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    An error occurred while saving the comment
    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is a way to set up the forwarding of the emails received from PandaDoc within your emailing system. If this is Gmail, please follow this link for more details: https://support.google.com/mail/answer/10957?hl=en

  13. 13 votes

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    An error occurred while saving the comment
    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. If your subscription plan is Business or Enterprise, there is a way to permanently disable the auto-expirations by setting the number of days for expiration to 3650, which is a maximum date that can be set. With this your auto-expirations will not be sent within 3650 days. For more context, please see the screenshot attached.

  14. 7 votes

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    An error occurred while saving the comment
    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    As a workaround, to replace a source file for your form, please convert a Document created from the Form into a Template, then replace the source file in it and create a Form from the template (https://share.getcloudapp.com/geuyGwZQ).

  15. 75 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to achieve this. To transfer your documents between your workspaces, please reach out to our Support Team at support@pandadoc.com.

  16. 23 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    While the feature is not available within the system, we’re happy to provide you with a workaround to achieve this. To keep the document status after copying the document to another workspace, please change the document status manually after transfer. Here’s an article on how this works: https://support.pandadoc.com/hc/en-us/articles/360041879753-Manually-change-document-status

    To transfer the document to another workspace, please reach out to our Support Team for help. Unfortunately, at this moment, this would not be possible to transfer the document with fields filled in. All the completed fields will be erased after the transfer. Apologies for the inconvenience.

  17. 5 votes

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  18. 31 votes

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  19. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) shared this idea  · 
  20. 2 votes

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