Settings and activity
122 results found
-
13 votes
Lindsey Schocke responded
AdminLori Nolen (Admin, PandaDoc) shared this idea ·
-
16 votes
Valeryia Baranava responded
An error occurred while saving the comment -
37 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 This is a major need for one of my customers and for any customer that has multiple options for a recipient to need to choose from. Using checkboxes instead of radio buttons is not any better at all b/c you cannot require them all to be required...which means leaving them ALL unrequired which could lead to skipping that section completely.
-
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!
An error occurred while saving the comment Critical for my customer working within HubSpot since date variable does not sync up properly between HSpot & PDoc.
-
265 votes
Hi there,
Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news!
2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.
We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here.
An error occurred while saving the comment My customer will churn next year-- 100% certain-- if 2FA is not released before his renewal.
-
80 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
115 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment an icon or some way to tell if a field was required or not when drafting without clicking into each field. mentioned by customer: ewintrow@soprema.us
-
25 votes
-
559 votes
Hi there 👋
I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.
Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.
To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.
For more information, please visit our Help Center.
If you have any feedback or suggestions…
An error occurred while saving the comment Having this functionality for use in templates would be really a great addition as well...having the ability to add a field at the template level and have option for all fields to be assigned to one particular role without assigning each one specifically.
-
25 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 Critical for my client: Darcy.Britt@sampled.com
The nature of the documents they are sending is very private and they dont want ANYONE that is not on the intended recipient list to be able to somehow get the link and open the document. -
9 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!
-
56 votes
Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.
-
91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
-
85 votes
-
8 votes
-
20 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!
-
216 votes
The status of this suggestion is currently unchanged from when the previous comment was posted.
-
38 votes
-
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!
-
40 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!
Need the ability to set the expiration date within the Form just like with templates. How can it offer a reminder setting and not an expiration setting?