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  1. 10 votes

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    Richard Volpe supported this idea  · 
  2. 13 votes

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  3. 16 votes

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    Richard Volpe commented  · 

    Hi, will this work between Hubspot and Pandadoc? If so, I'd like to have this enabled on our account please.

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  4. 23 votes

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  5. 24 votes

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  6. 102 votes

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  7. 231 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Richard Volpe supported this idea  · 
  8. 132 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Richard Volpe supported this idea  · 
  9. 677 votes

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  10. 228 votes

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  11. 53 votes

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    Richard Volpe commented  · 

    Need to have lowercase roman numerals as a numbering option. Strangely this is provided in the auto-numbering for design styles (e.g. Heading 1, 2, etc) but not provided as an option in the regular editor. Must be an oversight??

  12. 355 votes

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  13. 298 votes

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    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.

    Richard Volpe supported this idea  · 
  14. 559 votes

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    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…

  15. 666 votes

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    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.

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    Richard Volpe commented  · 

    After the signature itself, this is the next most important input for a legal document. We are looking to replace Docusign with Pandadoc, but without this seemingly basic feature, it is difficult to make the change to Pandadoc.

  16. 416 votes

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    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!