Settings and activity
47 results found
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122 votes
The feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R
Have a wonderful day!
Andrew Lee
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145 votesAndrew Lee
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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
Andrew Lee
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298 votes
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.
Andrew Lee
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677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Andrew Lee
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24 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!Andrew Lee
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32 votesAndrew Lee
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357 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Andrew Lee
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129 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Andrew Lee
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71 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Andrew Lee
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227 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Andrew Lee
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56 votes
Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.
Andrew Lee
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3 votes
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info.
Andrew Lee
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50 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Andrew Lee
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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.
Andrew Lee
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4 votes
Valeryia Baranava responded
An error occurred while saving the comment Andrew Lee
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154 votesAndrew Lee
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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.
Andrew Lee
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Andrew Lee
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Advanced analytics and heatmaps on user mouse movement for specific pages. Help to understand where exactly on the page customers are hung up on .