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  1. 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.
    Channing Wendt supported this idea  · 
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    Channing Wendt commented  · 

    Will be nice to have this in place so I don't have to remove all other recipients to be able to reassign all the fields at once.

  2. Option for deleting multiple pages in a document or template

    80 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Channing Wendt commented  · 

    Looking at the left-side where you can see multiple pages of your document, right now it seems you can only delete one page at a time.

    Channing Wendt supported this idea  · 

  3. Text formatting for catalog

    18 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Channing Wendt commented  · 

    The ability to format text in the catalog description is now available, but still not able to edit the product name itself. This would be helpful.

    Channing Wendt supported this idea  · 

  4. Deleting document should delete document from reporting

    1 vote

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    1 comment  ·  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 allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!

    An error occurred while saving the comment
    Channing Wendt commented  · 

    I see a toggle option has been added to reports with the option to "include deleted documents in figures". This is helpful to get to what we were needing. Thanks!

    Channing Wendt supported this idea  · 
    Channing Wendt shared this idea  ·