Settings and activity

6 results found

1. Signature settings for specific documents

   43 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminRocky Dohmen (Admin, PandaDoc) supported this idea  ·  Jul 24, 2024

2. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

   559 votes

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   62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   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 regarding this functionality, please message me back.

   Igor, Principal Product Manager @ PandaDoc

   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… more

   AdminRocky Dohmen (Admin, PandaDoc) supported this idea  ·  Oct 11, 2022

3. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

   •  

   355 votes

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   49 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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!

   Working with numbered lists

   AdminRocky Dohmen (Admin, PandaDoc) supported this idea  ·  Oct 6, 2022

4. Send multiple docs in 1 email / Envelopes / API packages

   362 votes

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   24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   
   

   Document Bundling

   Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.

   Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.

   AdminRocky Dohmen (Admin, PandaDoc) supported this idea  ·  Mar 30, 2021

5. Merge cells in a table

   154 votes

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   Released  ·  4 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   AdminRocky Dohmen (Admin, PandaDoc) supported this idea  ·  Mar 29, 2021
   An error occurred while saving the comment
   AdminRocky Dohmen (Admin, PandaDoc) commented  ·  Mar 29, 2021  ·  Delete…

   Ability to merge calls in a pricing table and a regular table.

   Save Submitting...

6. Conditional fields

   519 votes

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   45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.

   Have a wonderful day! 

   AdminRocky Dohmen (Admin, PandaDoc) supported this idea  ·  Mar 29, 2021