Settings and activity
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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21 votes
We wanted to share an update regarding this 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.
Thomas S
supported this idea
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666 votes
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!
Thomas S
supported this idea
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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.
An error occurred while saving the comment Thomas S
commented
Bulk select to drag and drop would be great.
Thomas S
supported this idea
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The default message is very abrupt. I'd like to include something like 'we're resending this in case you missed it the first time'. We don't have automatic reminders set up because often we can have a long delay between quote acceptance and commencement of work but we do send the reminder manually sometimes. When we do, I send a normal email saying "I'm about to send a reminder through the pandadoc system". If I could customise the reminder text, either with templates - like the saved messages, or individually each time, it would cut the process in half time and effort wise.