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  1. Pre-sign template (or a Form): Fill in signature on template level

    273 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →

  2. Group content blocks

    17 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Melbourne Entertainment Company commented  · 

    Having this feature would reduce my quote preparation time by about 30-40%. Seemingly small, It would be the single biggest improvement to PandaDoc that we could request at this time.

    We quote by adding in content blocks with all options, then deleting the ones that are not available to be quoted. So we add all of our DJs (disc jokeys) to a quote for a wedding, then delete the 10 that aren't available, leaving the 6 that are available.

    We find this much faster than individually finding & sourcing the DJs that are free. Because our product offering is so large, having the DJs as individual selectable smart content, isn't really practical (we have over 50 DJs) and that's just one of our services that we sell.

    Mass select on content blocks, then being able to push the delete key on your mac would solve this problem for us.

    The fact that you've just introduced this for fields, i'm hopeful that this can be introduced very soon!!

    This would save SO MUCH TIME for us :)

    Thanks so much for your consideration in advance, hoping that this will be actioned asap

    Melbourne Entertainment Company supported this idea  · 

  3. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    298 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.

    Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.

    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.