Settings and activity
68 results found
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26 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Quote, localized based on your profile language, will be inherited in exported pdfs.
It will be applied to newly added quote blocks only.
Valeryia Baranava shared this idea ·
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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.
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227 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 -
43 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 Temporary owners are Sergei Plevko and Veranika Sabiashchanskaya
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192 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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262 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Temporary owners are Sergei Plevko and Veranika Sabiashchanskaya
An error occurred while saving the comment As per the latest update from Mike: "in consideration for the year, not planned"
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46 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Temporary owners are Sergei Plevko and Veranika Sabiashchanskaya
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198 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! -
197 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! -
197 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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243 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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195 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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13 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 Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization in Czech: https://support.pandadoc.com/hc/en-us/articles/360046947533-Recipient-view-localization
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. -
379 votes
Hi there 👋
I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.
Here's how it works:
1. Open a sent document.
2. Navigate to the settings of a recipient who hasn’t signed the document yet.
3. Click the action button:
– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).
– "Change signer" to reassign fields to another signer.
– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.
For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.
Thank you,
Igor Stefaniuk | Principal Product Manager
An error occurred while saving the comment Related idea: https://pandadoc.uservoice.com/admin/v3/ideas/42681871
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6 votes
Hi there! Thank you for your feature request!
The option is available with Themes functionality: https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day!
An error occurred while saving the comment Hi there! Thank you for your feature request! The option is available with Themes functionality: https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day! -
127 votes
Hello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference.
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment 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! -
27 votes
An error occurred while saving the comment 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! -
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 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! -
60 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment 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!
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24 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
Temporary owners are Sergei Plevko and Veranika Sabiashchanskaya