Settings and activity
214 results found
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198 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
4 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
An error occurred while saving the comment Christopher Ragland supported this idea ·
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23 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!
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379 votes
Hi there 👋
I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.
Here's how it works:
1. Open a sent document.
2. Navigate to the settings of a recipient who hasn’t signed the document yet.
3. Click the action button:
– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).
– "Change signer" to reassign fields to another signer.
– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.
For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.
Thank you,
Igor Stefaniuk | Principal Product Manager
An error occurred while saving the comment For example, a recipient no longer has access to the email and is unable to use document/signature forwarding.
An error occurred while saving the comment Also, without having to use document/signature forwarding. For example, if someone is not able to get to their email or is no longer with a company.
An error occurred while saving the comment The ability to add another recipient after a document has been sent without having to put the document into draft status and then be sent out and signed by all parties again.
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54 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 For example, if the recipient is typing in a text field and runs out of space -- can we have a functionality where the field just gets bigger to fit all of the information?
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109 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 For example, if the approver has left the company, or is out of the office and unable to approve the document and it needs to be approved immediately.
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8 votes
Valeryia Baranava responded
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451 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment For example, change the current formatting of CA$1,500 to 1,500$.
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16 votes
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60 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment For users in the account that are not CC'd on a document.
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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 Right now, when starting a new text block, the numbering starts over again at 1.
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4 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!
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68 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
8 votes
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3 votes
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34 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!An error occurred while saving the comment For example -- bold, underline, italicize.
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21 votes
An error occurred while saving the comment For example, 5 documents that were created by a template -- can there be a functionality so those could be bundled and sent together instead of having to download and upload the PDFs.
An error occurred while saving the comment It would be great to change bundling so that two documents that are in draft status can be bundled together in the case that the user doesn't want to convert anything to a template.
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38 votes
An error occurred while saving the comment For example -- the client sends multiple NDAs, NEAs, and other agreements. Can we have the ability to see how many times a document of a particular type was sent and closed?
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444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
An error occurred while saving the comment For example -- the recipient completes a document and then is redirected to a new one with a welcome letter/questionaire.
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91 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
An error occurred while saving the comment For example, adding a variable to the price spot for one of the line items.
When adding a new section in the pricing table at the bottom via '+ Section', the new section has to be dragged elsewhere in the pricing table (if the desire is to add the section towards the top or in the middle, for example). Could there be a functionality where it's not automatically added at the bottom and has to be dragged to the desired position in the pricing table?