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9 results found

  1. Save entire page with header/footer in the content library

    67 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Miles Scott supported this idea  · 

  2. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Miles Scott supported this idea  · 

  3. Log in via 2FA (Two Factor Authentication)

    265 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there,

    Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news! 

    2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.

    We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here. 

    An error occurred while saving the comment
    Miles Scott commented  · 

    Very concerning in this day and age to not be prioritising 2FA to secure sensitive data

    Miles Scott supported this idea  · 

  4. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    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…

    Miles Scott supported this idea  · 

  5. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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    72 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!

    Signature timestamp.

    Miles Scott supported this idea  · 

  6. Templates are updated once the Content library item is updated as well

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    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 your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

    Miles Scott supported this idea  · 

  7. Auto name Documents with tokens / Use variables in Document and Forms titles

    311 votes

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    53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Miles Scott supported this idea  · 

  8. [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.

    Miles Scott supported this idea  · 

  9. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    379 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    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

    Miles Scott supported this idea  ·