Settings and activity
281 results found
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15 votes
An error occurred while saving the comment Anonymous supported this idea ·
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216 votes
The status of this suggestion is currently unchanged from when the previous comment was posted.
An error occurred while saving the comment ability to undo editing a completed document or recover the completed document
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9 votes
Valeryia Baranava responded
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191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
An error occurred while saving the comment ability to edit each tab - drafts, actions required, waiting for others, finalized
An error occurred while saving the comment ability to view in the Dashboard the plan details and number of Application volume, Forms, Bulk send, etc used
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22 votes
An error occurred while saving the comment ability to share documents/templates/content library across different accounts
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355 votes
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!
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559 votes
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…
An error occurred while saving the comment variables should auto populate after filling out the related fillable fields
An error occurred while saving the comment when the EE puts their first and last, DOB, SSN, PN on the first doc that asks for it..any other fields asking for the same info within the pkg should be able to pull the info so the EE is not having to complete the same info over and over again
An error occurred while saving the comment once a person enter a value in the text box it copies into other fields that need that same text
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227 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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311 votes
Released to general availability
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6 votes
Lindsey Schocke responded
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59 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment There should be an option to acknowledge and archive expired or declined documents
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227 votes
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 a way to request more than 2 ( say 3 to 4 ) email for them to sign the document, but in actual we only need two signature so if any two signed that consider the signing complete
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9 votes
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81 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
An error occurred while saving the comment unable to import data from Salesforce (including pricing table)
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
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79 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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18 votes
An error occurred while saving the comment "Let's assume I have a template or a form ready in my PandaDoc account. I need to create 20 versions of that document, each for a different person with a different information (i.e. address, etc.). I have all the information in a spreadsheet. So - is it possible to create these 20 documents by importing the values that differ (name, address, etc.) and create all 20 documents this way?"
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19 votes
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.
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68 votes
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!An error occurred while saving the comment "I want to make a template where my signature is automatically there without having to click the signature box to sign every time I use the template."
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22 votes
Convert Content Page to Cover Page