Settings and activity
171 results found
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53 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
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27 votes
Valeryia Baranava responded
An error occurred while saving the comment -
96 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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15 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
No need to manually refresh Table of Contents blocks - any change to headings or content ordering will be automatically reflected in the Table of Contents.
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151 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 To add an option when the time stamp correlates with each client’s time zone
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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 Reassign fields on a sent/viewed document (the same feature as was in the Classic Editor)
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92 votes
The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc
document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc
Have a wonderful day!
An error occurred while saving the comment To have an option to copy several table cells/table/text from Word or Excel without changing the format
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49 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Update the Zoho deal when the document is completed on the PandaDoc side
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12 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 has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J
Have a wonderful day!
An error occurred while saving the comment When a document is created from a template, the option to specify/choose where that document is saved (in which folder)
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55 votes
After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Option to apply one branding to all workspaces at once
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5 votes
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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.
An error occurred while saving the comment Ability to update the amount of the PandaDoc document after the Hubspot deal was updated
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133 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to create a custom link/customize the link for the documents
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154 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to delete/remove a footer from the content page
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2 votes
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79 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 It would be great to add the integration with Close.io CRM
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145 votes
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Ability to create a template of the reminder or edit the existing one
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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 Ability to choose a number from which the list starts and continue the list in case it is interrupted by a text
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217 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to find and replace in the document or template, for example, find the word "client" and replace it with the variable [Client.Company]
Option to choose a Font size of the signature before you sign