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128 results found

  1. 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

    Christian Tobar supported this idea  · 

  2. Assign all/several fields to one role/recipient at once in a template [Workaround in comments]

    87 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!

    Learn more about this functionality here.

    You can also assign all fields at once on the document level before you send the document.

    • If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
    • If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.
    Christian Tobar supported this idea  · 

  3. Ability to change the date format for variables

    416 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

    Christian Tobar supported this idea  · 

  4. CRM Product fields are passed over tokens/variables

    23 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    Christian Tobar supported this idea  · 

  5. [Bulk actions] Upload multiple documents at the same time

    128 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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 has been released. Please see this link for more information: Bulk import documents to PandaDoc.

    Have a wonderful day!

    Christian Tobar supported this idea  · 

  6. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Christian Tobar supported this idea  · 

  7. 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.

    Christian Tobar supported this idea  · 

  8. Flatten PDFs before the upload

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    An error occurred while saving the comment
    Christian Tobar commented  · 

    Came across support ticket
    it was pulling a text element from the uploaded PDF. Gave the customer an error that there
    was a text block and they were in eSign account.
    Resolution was to flatten using external tools.
    Please add this step to the upload process before uploading into PandaDoc to clean up

    Christian Tobar supported this idea  · 
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