Settings and activity
14 results found
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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
Klaudia Seitz
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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!
Klaudia Seitz
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10 votesKlaudia Seitz
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83 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Klaudia Seitz
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96 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.
Klaudia Seitz
supported this idea
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19 votesKlaudia Seitz
supported this idea
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48 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!
Klaudia Seitz
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23 votesKlaudia Seitz
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.
Klaudia Seitz
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289 votesKlaudia Seitz
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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.
Klaudia Seitz
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109 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Klaudia Seitz
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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!
Klaudia Seitz
supported this idea
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51 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Klaudia Seitz
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it would be great if reminder settings could be permanently set in Settings menu.
Having to do them for each document individually is cumbersome .
Additionally have first reminder option available today