Settings and activity
6 results found
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192 votes
We wanted to share an update regarding this 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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666 votes
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!
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Tate Davis
commented
Previous to working with you, our team spoke to Tameeka regarding some features that would be ideal for our current setup. The feature we mentioned was having a date signed preset that would recognize the date of signing instead of having the date being entered manually. It would be ideal for our templates that require multiple dates, attached is an example of this. The current form duplicated twice in our Orientation packets does consume a great deal of time from our onboarding process and a feature with an auto generated date signed would benefit us greatly. We wanted to know if there was any updates regarding this possible feature and if so please do keep us in mind. Thank you.
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262 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Tate Davis
commented
CBRE has many pages of proposals/content and would be helpful to have a page number either flash as your scrolling to know what page you are on or be able to see it.
An error occurred while saving the comment Tate Davis
commented
Automatic page numbering. At the moment, as illustrated below, we have page numbers on all of our proposal templates that we have to manually update everytime we delete/add in a new page which adds considerable time. We are not fussy about where the page numbers are positioned on the page, but we would like a feature that automatically updates as and when you delete or add a new page into the document.
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451 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t 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 Tate Davis
commented
Would like the ability to reflect AU currency in pricing table but not show the AU$ amount that does not look natural, would like a more native format.
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91 votes
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.
An error occurred while saving the comment Tate Davis
commented
Would like the ability to have a folder automatically created for a bulk send where all completed docs would automatically assign to the folder once completed, and the customer would have the ability to bulk download all the documents within that bulk send folder in one single bulk download.
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289 votes
An error occurred while saving the comment Tate Davis
commented
Would like the ability to have optional check box fields without having a selected dropdown field that wouldn't translate to a government document that might need to be printed out and that allows the customer to fill out manually.
User is coming from DocuSign and needs the ability to hide templates from other esign users and assign users to specific folders/templates. Says it is a privacy issue/concern for them.