Settings and activity
18 results found
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298 votes
Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.
Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
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40 votes
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!
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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!
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677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a 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.
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145 votes
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194 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
56 votes
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
An error occurred while saving the comment -
289 votes
An error occurred while saving the comment 
Scott Podgor
commented
Ability to have check boxes checked in order while you click through. Also be able to have a group of check boxes grouped together and then having the option to select 1 or many boxes depending on the area.
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26 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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203 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 allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
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190 votes
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18 votes
Valeryia Baranava responded
An error occurred while saving the comment Scott Podgor
commented
When a customer is filling out the Credit Card information using the credit card field the date formatting is off. There is only the options to pick a date on the calendar or change the format to NOT include the DAY. Credit Cards only have expiration dates that feature the Month and the Year. Is there a way we can have the expiration format be MM/YY?
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18 votes
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!
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41 votes
Conditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
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43 votes
An error occurred while saving the comment Scott Podgor
commented
Customer would like to be able to lock the date format to a specific format from the Admin or Settings level. This way when a user inserts a date field it is always in the format selected by the admin.
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355 votes
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!
An error occurred while saving the comment Scott Podgor
commented
Client would like to be able to insert a Page Break within a long text block without changing the formatting within the text block. When breaking up the block now into multiple blocks numbered formatting starts from "1" again instead of the previous number from the block obove
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147 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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103 votes
Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.
Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.
An error occurred while saving the comment Scott Podgor
commented
PandaDoc pricing tables, templates, and documents are not hard-linked to the Catalog. The Catalog is the master price list, so in order to mitigate errors amongst our team, it would be great if it automatically adjusted prices throughout our documents. It would be best to have an option to link them all based on SKU#.
Client would like to be able to link a document to a CRM deal (Hubspot) of Opportunity (SFDC) once the document has been completed in PandaDoc. You can link a document while you are in draft mode but if the document wasn't created within that deal and is completed you can only upload a file not link it