Settings and activity
54 results found
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53 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Raena Aniban
supported this idea
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12 votes
Valeryia Baranava responded
Raena Aniban
supported this idea
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5 votesRaena Aniban
shared this idea
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5 votesRaena Aniban
shared this idea
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362 votes
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.
An error occurred while saving the comment Raena Aniban
supported this idea
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37 votes
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 allowing to customize activity reporting has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
Raena Aniban
supported this idea
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An error occurred while saving the comment Raena Aniban
commented
From a customer feedback, they would like to pull up reports based on CSV columns like document completed in a specific timeframe. They would like to have the same columns before it was changed on December 27, 2021. And to have a better data about grand total to show exact amount.
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98 votes
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92 votes
Hi there! Great news! We've launched new page sizes for US Legal and A3. Want to update the page size within your document? Follow the steps below:
- Open the document editor
- Click "...." in the top right corner of the page which size you want to change
- Choose "Page properties" in the dropdown
- In the right menu find "LAYOUT" section and click on it
- Choose "Page size"
The page size changes only for the page you select, so if you would like to change the page sizes for all pages - the steps above should be repeated. If you upload a file, the page size will be detected automatically.
Raena Aniban
supported this idea
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27 votesRaena Aniban
supported this idea
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355 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!
An error occurred while saving the comment Raena Aniban
commented
From a customer, ability to select a number to a separate block.
Raena Aniban
supported this idea
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Raena Aniban
supported this idea
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51 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Raena Aniban
supported this idea
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169 votes
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 allowing to auto-update your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
Raena Aniban
supported this idea
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559 votes
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…
An error occurred while saving the comment Raena Aniban
commented
From a customer's request, to be able to sync the information in fields to become a variable.
Raena Aniban
supported this idea
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107 votes
Hi there!
Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!
An error occurred while saving the comment Raena Aniban
commented
A customer's request, to be able to edit the sent document without removing the info for "all" the fields together with the email addresses of the signers without resending it.
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46 votes
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!
Raena Aniban
supported this idea
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153 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Raena Aniban
commented
Request from a customer, to have an option to add a document status aside from default.
Raena Aniban
supported this idea
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Raena Aniban
supported this idea
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29 votesRaena Aniban
supported this idea
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294 votes
Hi,
Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.
We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.
To learn more about how it works, check out our Help Center article.
Thank you for voting for this idea – your feedback is what got it built.
Igor, Product team @ PandaDoc
Raena Aniban
supported this idea
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From a customer, "please finish this fast. tool will be very useful for the accounting industry".