Settings and activity
8 results found
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132 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
Tal Sukenik
supported this idea
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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!
Tal Sukenik
supported this idea
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347 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Tal Sukenik
supported this idea
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262 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Tal Sukenik
supported this idea
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444 votes
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
Tal Sukenik
supported this idea
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559 votes
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…
Tal Sukenik
supported this idea
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416 votes
I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!
Tal Sukenik
supported this idea
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123 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Tal Sukenik
supported this idea
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It's possible to add new variables (that don't exist) and enter a value for them, but if the contact fields could be edited and easily connected to new variables, that would be great. For example: we sign employees, not customers, so a contact page that includes more personal information and dates would be great.
Also, although you display Hebrew correctly, you do not support right-to-left text, as numbering always appear on the left, even when right align is clicked.