Settings and activity

27 results found

1. Save info from form fields when a PDF is uploaded to PandaDoc

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  May 25, 2023

2. SMS Notifications: Send link by SMS text built into software

   106 votes

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   21 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – SMS delivery is already available. For more information, please click the link below!
   Send via Text (SMS)

   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Mar 15, 2023

3. SMS Verification for API Created Docs

   32 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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!

   PandaDoc API: Enable Recipient Verification

   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Mar 11, 2023

4. Bundles API

   42 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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!

   Create Document Section from Template

   Create Document from File Upload

   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Mar 6, 2023

5. Ability to transfer fillable fields data via data transfer feature.

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Mar 2, 2023

6. Provision Workspaces via API

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
   Released  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded

   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!

   [Create Workspace]

   AdminRyan Coleman (Admin, PandaDoc) shared this idea  ·  Dec 6, 2022

7. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

   227 votes

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   34 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.

   And hey, if you're on a Business plan and want to give it a try, simply reply to this message.

   Igor, Product Team

   An error occurred while saving the comment
   AdminRyan Coleman (Admin, PandaDoc) commented  ·  Jun 2, 2022  ·  Delete…

   I'd also add here the ability to select a signer from a drop down of potential recipients in that department/group. And limiting the assignment of that field to only addresses in that signing group would be useful in reducing human error.

   Save Submitting...