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27 results found

  1. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    51 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    Sheena Fabros supported this idea  · 

  2. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

    Signature timestamp.

    Sheena Fabros supported this idea  · 

  3. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    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…

    Sheena Fabros supported this idea  · 

  4. Conditional content

    302 votes

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    15 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    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:

    Sheena Fabros supported this idea  · 

  5. Conditional fields

    519 votes

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    45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.

    Have a wonderful day! 

    Sheena Fabros supported this idea  · 

  6. Checkboxes field as Radio Buttons

    289 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Sheena Fabros supported this idea  · 

  7. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    227 votes

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    34 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    Sheena Fabros supported this idea  · 
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