Settings and activity

3 results found

1. SMS Notifications: Send link by SMS text built into software

   106 votes

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   21 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – SMS delivery is already available. For more information, please click the link below!
   Send via Text (SMS)

   Matt Nugent supported this idea  ·  Jun 29, 2021

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

   559 votes

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   62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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 regarding this functionality, please message me back.

   Igor, Principal Product Manager @ PandaDoc

   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… more

   Matt Nugent supported this idea  ·  Jun 22, 2021

3. Conditional fields

   519 votes

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   45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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! 

   An error occurred while saving the comment
   Matt Nugent commented  ·  May 25, 2021  ·  Delete…

   Healthcare New Patient Form. If you're signing for someone else, then you must fill in these fields.

   Save Submitting...
   Matt Nugent supported this idea  ·  May 25, 2021