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  1. Fields move automatically with text blocks: link fields to blocks

    139 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    An error occurred while saving the comment
    Harrison Bolton commented  · 

    fields are turning up all banged up in completed document, pls lock fields to table cells we put them in!

    Harrison Bolton supported this idea  · 

  2. Redirect recipient to a custom URL upon completion

    444 votes

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

    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

    Harrison Bolton supported this idea  · 

  3. 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…

    Harrison Bolton supported this idea  · 

  4. pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Harrison Bolton commented  · 

    Valeriya please please do this! There is another thread with 100s of comments about this

  5. 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 →
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    Harrison Bolton commented  · 

    PLEASE

    Harrison Bolton supported this idea  ·