Settings and activity
7 results found
-
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.
Gregory Twiss
supported this idea
·
-
191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
Gregory Twiss
supported this idea
·
-
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…
Gregory Twiss
supported this idea
·
-
289 votesGregory Twiss
supported this idea
·
-
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:
Gregory Twiss
supported this idea
·
-
519 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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
Gregory Twiss
supported this idea
·
-
261 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Gregory Twiss
supported this idea
·
Yes please. This would be very helpful for growing teams where you have an admin that is promoted to a director and then you hire a new admin for a growing team within the same workspace... that new admin of that workspace is going to have access to all of the director's signed documents. This leaves me with either the option for the director to download and delete their sensitive documents or having to create a new workspace for everyone and then having to have IT move all the templates for me. A method of moving one user's completed and signed documents from their account in workspace A to their account in Workspace B is definitely needed for those of us trying to grow panda doc deployments in our companys