Settings and activity
8 results found
-
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…
Ana Galvis
supported this idea
·
-
416 votes
I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!
Ana Galvis
supported this idea
·
-
302 votes
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:
Ana Galvis
supported this idea
·
-
666 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!
An error occurred while saving the comment Ana Galvis
supported this idea
·
-
74 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access. For more information, please click the link below!
An error occurred while saving the comment Ana Galvis
commented
I need to be able to organize the contracts, proposals and other types of documents, there is not the way to organized the documents. The statutes need to be customized, since now all documents required signature, and they stay on the view ststaus forever. I should be able to organized them.
Ana Galvis
supported this idea
·
-
203 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 HubSpot deal products has been released! Please see this link for more information.
Ana Galvis
supported this idea
·
-
262 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Ana Galvis
supported this idea
·
-
8 votesAna Galvis
supported this idea
·
Surprise to see this is not a default, more work for the customer that nothing prepopulates but they have to write and select dates and company names across the contract. DocuSign has it and PandaDoc should have it too. Its a must have.