Settings and activity
15 results found
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115 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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102 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Shannon Morgan
commented
Ability to pre-set a subject line and custom message at the template level.
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67 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of aĀ broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment Shannon Morgan
commented
Offer a conditional discount based on time- For instance, if the customer approves within the first 7 days after receiving the quote, they'll get 10% off, but if after the 7 days pass, the 10% discount option is removed.
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302 votes
Eliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, youāll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.
Check out these helpful articles:
An error occurred while saving the comment Shannon Morgan
commented
Make it so that the recipient can only view the document once they fill out a field to agree (sign, checkbox, etc.)
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559 votes
Hi there š
I'm excited to share that Linked Fields š 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 wonāt need to re-enter it elsewhere ā 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 youād 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 suggestionsā¦
An error occurred while saving the comment Shannon Morgan
commented
Allow client to sign one field and the duplicate fields will automatically fill too.
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451 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently donāt offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment Shannon Morgan
commented
Option to display prices like this 10,00ā¬ instead of ā¬10,00
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444 votes
Great news ā redirect after completion is now available for all business and enterprise customers š
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
An error occurred while saving the comment Shannon Morgan
commented
Ability to either display another landing page or display a button with a link to a page after recipient signs a document.
Shannon Morgan
shared this idea
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63 votes
An error occurred while saving the comment Shannon Morgan
commented
Ability to preview the document as the cusotmer would see it outside of PandaDoc
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86 votes
An error occurred while saving the comment Shannon Morgan
commented
Ability to re-order how variables are displayed in PandaDoc
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203 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Weāre glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
An error occurred while saving the comment Shannon Morgan
commented
Ability to push products listed on a document within PandaDoc to Hubspot,
and have those individual products itemized within Hubspot. -
24 votes
Text field validation feature is released: https://support.pandadoc.com/hc/en-us/articles/360061442194--Editor-2-0-Text-field-validation
An error occurred while saving the comment Shannon Morgan
commented
Make it so that text fields can be customized to only accept numbers, or not allow special characters.
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153 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Shannon Morgan
commented
Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.
Shannon Morgan
shared this idea
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519 votes
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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!Ā
An error occurred while saving the comment Shannon Morgan
commented
Would like to see dynamic fields in templates, that will adjust automatically with correct formatting in the document based on the information entered.
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190 votes
An error occurred while saving the comment Shannon Morgan
commented
Ability to have multiple pricing table header styles in a single documnet.
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Shannon Morgan
commented
Make it so that payment is required before the document can be completed.
Ability to change the the way recipients are directed to fill out their assigned fields