Settings and activity

5 results found

1. Templates are updated once the Content library item is updated as well

   169 votes

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   27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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
   Barbara Ortins commented  ·  Dec 13, 2021  ·  Delete…

   Yes please!
   Makes no sense to update the templates manually.

   Save Submitting...
   Barbara Ortins supported this idea  ·  Dec 13, 2021

2. [Bulk actions] Upload multiple documents at the same time

   128 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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!

   Barbara Ortins supported this idea  ·  Dec 13, 2021

3. [Fields] change the formatting for fields

   122 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   The feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R

   Have a wonderful day!

   Barbara Ortins supported this idea  ·  Dec 13, 2021

4. Modify Dashboard: create filters, hide statuses

   191 votes

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   22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Maria Fomenko responded

   with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come! 

   Barbara Ortins supported this idea  ·  Dec 13, 2021

5. Auto-reminders: customize the text in reminder message

   344 votes

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   40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Barbara Ortins supported this idea  ·  Dec 9, 2021