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8 results found

  1. 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.

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    Amber Ali commented  · 

    https://support.pandadoc.com/en/articles/9714592-date-field-format-and-options

    NM, hopefully that's what you are looking for

    Amber Ali supported this idea  · 

  2. Upload multiple files in a single collect files field

    41 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Amber Ali supported this idea  · 

  3. Set a Saved Message on the template level

    53 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Amber Ali supported this idea  · 

  4. Default Saved Message: automatically choose a saved message for a document

    23 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Amber Ali commented  · 

    It would be great to be able to have a saved message on a template automatically be chosen. That way, you don't have to go in and pick the same saved message for the same template.

    Amber Ali supported this idea  · 

  5. More connection between workspaces: Design options, themes, settings shared between workspaces

    55 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this 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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    Amber Ali commented  · 

    Yes please! the option to apply themes and branding across all workspaces is greatly needed.

    Amber Ali supported this idea  · 

  6. Move documents across workspaces and keep the statuses

    261 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    Amber Ali supported this idea  · 

  7. catalog sharing across workspaces

    24 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Amber Ali supported this idea  · 

  8. Outlook

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Amber Ali commented  · 

    PandaDoc could have a Add-in like docusign has in outlook. Where you can click on the add-in, choose from the templates, and send out to a contact all from outlook. That way, we could also see any sent emails and responses from the sent inbox of outlook as well.

    Amber Ali supported this idea  ·