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  1. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    91 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.

    Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.

    This automation is available for Business and Enterprise plans.

    Learn how to setup this automation here.

  2. Pre-sign template (or a Form): Fill in signature on template level

    273 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Oscar Rodriguez commented  · 

    Hi there, have you already added this feature to your roadmap?

    Oscar Rodriguez supported this idea  · 

  3. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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    72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    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.

    Oscar Rodriguez supported this idea  ·