Settings and activity
7 results found
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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!
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10 votes
Hi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to reflect Clickable Table of Contents on Sidebar is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360020850393--Editor-2-0-Content-Builder-BlocksHave a wonderful day!
Katie Logan
shared this idea
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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 Katie Logan
supported this idea
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43 votes
The feature is released: https://support.pandadoc.com/hc/en-us/articles/360060838033--Editor-2-0-Page-reordering-
An error occurred while saving the comment Katie Logan
commented
When editing a document or template, you can click the "pages" icon on the left side to pop out a page quick link. It would be nice to be able to apply a name to those pages or show a preview of the page so you know where you are navigating to when clicked.
Katie Logan
supported this idea
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169 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 allowing to auto-update your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
An error occurred while saving the comment Katie Logan
commented
This is huge... Right now we have to maintain multiple instances of the same document, which seems contrary to the intent of the content library!
Katie Logan
supported this idea
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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 Katie Logan
commented
YES PLEASE!!!
Katie Logan
supported this idea
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An error occurred while saving the comment Katie Logan
commented
If I assigned a fillable text field to a customer and gave it a name, say "Contact Name", I want the ability to link that property to other properties in my document so the customer only has to complete the "Contact Name" field one time. Once they complete it, the information they entered should appear in every "linked" field.
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302 votes
Eliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.
Check out these helpful articles:
Katie Logan
supported this idea
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YES! We have large documents that we review with clients digitally. Referencing page numbers in conversation would make this meeting go a lot smoother.
Also, it would be great if the pages pop-out sidebar showed a preview of that page rather than just the "page number."