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  1. Thumbnail/Preview for pages

    43 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    Charles Chalekson supported this idea  · 

  2. [Fields] change the formatting for fields

    122 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Charles Chalekson supported this idea  · 

  3. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    298 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.

    Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.

    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Charles Chalekson supported this idea  · 

  4. 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.

    Charles Chalekson supported this idea  · 

  5. Send multiple docs in 1 email / Envelopes / API packages

    362 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Released  ·  Valeria Pochapskaya responded


    Document Bundling

    Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.

    Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.

    Charles Chalekson supported this idea  · 
    An error occurred while saving the comment
    Charles Chalekson commented  · 

    I have a great need to be able to send multiple templates in one email to the same user OR one template with additional content library files. For example person A receives template X with content library 1, 4, and 6 to sign and person B receives template X with content library 2, 5 and 7 to sign