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  1. 38 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Zacheriah Loeb-Houston supported this idea  · 
  2. 51 votes

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    Zacheriah Loeb-Houston supported this idea  · 
  3. 31 votes

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    Zacheriah Loeb-Houston supported this idea  · 
  4. 134 votes

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    Hi!


    We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. 


    PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.


    Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.


    Please keep upvoting this idea so we can keep considering it every time we work…

    Zacheriah Loeb-Houston supported this idea  · 
  5. 42 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Zacheriah Loeb-Houston supported this idea  · 
  6. 265 votes

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    Zacheriah Loeb-Houston supported this idea  · 
  7. 387 votes

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    Zacheriah Loeb-Houston supported this idea  · 
  8. 553 votes

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    Zacheriah Loeb-Houston supported this idea  · 
  9. 270 votes

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    Hi,

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

    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 moved, assigned or deleted all at once.

    Learn more about this functionality here.

    Mass actions are available to everybody for Fillable Fields, and a similar functionality is being rolled out for Content Blocks. Mass actions for Content Blocks should be available to all really soon. Stay tuned!

    Zacheriah Loeb-Houston supported this idea  · 
  10. 389 votes

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    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    An error occurred while saving the comment
    Zacheriah Loeb-Houston commented  · 

    As a Canadian customer, it is frustrating that we have no way to display USD. When we set the currency to "USD", pandadoc omits the currency prefix and just displays a "$" sign. Here in Canada, the "$" sign refers to CAD, so we effectively have no way to do a quote/invoice/purchase order in USD.

    Zacheriah Loeb-Houston supported this idea  ·