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6 results found

  1. choose specific time of day for document expiration

    129 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Nicholas Stierwalt supported this idea  · 

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

    106 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    Nicholas Stierwalt supported this idea  · 

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

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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…

    Nicholas Stierwalt supported this idea  · 

  4. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    227 votes

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    34 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    An error occurred while saving the comment
    Nicholas Stierwalt commented  · 

    I have seen this issue in Finance, HR, and some healthcare instances.

  5. Redirect recipient to a custom URL upon completion

    444 votes

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    75 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    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

  6. 21 CFR Part 11 Compliance

    131 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
    Nicholas Stierwalt supported this idea  ·