Settings and activity
8 results found
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194 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!An error occurred while saving the comment -
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
Sharon Connell
supported this idea
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416 votes
I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!
Sharon Connell
supported this idea
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15 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
No need to manually refresh Table of Contents blocks - any change to headings or content ordering will be automatically reflected in the Table of Contents.
Sharon Connell
supported this idea
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An error occurred while saving the comment Sharon Connell
commented
Auto refresh the Table of Contents or an error message when TOC is not in sync with the document. It is super annoying to send a doc for approval and then remember to update the TOC.
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28 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!
Sharon Connell
supported this idea
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139 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Sharon Connell
supported this idea
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227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
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91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
The current image library is unwieldy.