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7 results found

  1. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    207 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Malvin Velasco commented  · 

    This certificate exposes the email address of all parties which may not be applicable to all workflows.

    Malvin Velasco supported this idea  · 

  2. Checkboxes field as Radio Buttons

    289 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Malvin Velasco 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.

    Malvin Velasco supported this idea  · 

  4. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    26 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Malvin Velasco supported this idea  · 

  5. 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 →
    Malvin Velasco supported this idea  · 

  6. [Bulk actions] mass select and move/delete/update all or selected fields

    46 votes

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    7 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!

    Select and move multiple fields.

    Malvin Velasco supported this idea  · 

  7. Assign all/several fields to one role/recipient at once in a template [Workaround in comments]

    87 votes

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

    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!

    Learn more about this functionality here.

    You can also assign all fields at once on the document level before you send the document.

    • If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
    • If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.
    Malvin Velasco supported this idea  ·