Settings and activity
306 results found
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412 votes
Solomiia Mereniuk supported this idea ·
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266 votes
Hi,
Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available!
You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be moved, assigned or deleted all at once.
Learn more about this functionality here.
Mass actions are available to everybody for Fillable Fields, and a similar functionality is being rolled out for Content Blocks. Mass actions for Content Blocks should be available to all within the next few weeks. Stay tuned! -
237 votes
Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields.
While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.
The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.
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19 votes
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16 votes
Hello everyone
Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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63 votes
Should be possible to pass text formatting (including line breaks) from Salesforce to templates in PandaDoc.