Settings and activity

  1. 86 votes

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    Yana Martynenko commented  · 

    The option to save changes applied to the CLI in the template this CLI has been inserted into.

  2. 15 votes

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    Yana Martynenko commented  · 

    Sequence numbering: the option to set sequence from the beginning for each template.

    Example: I set the sequence Quote for template A and create a document Quote 1. Then I set the same sequence to template B and still getting Quote 1 document.

    Yana Martynenko shared this idea  · 
  3. 40 votes

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    Yana Martynenko commented  · 

    Link to Hubspot for Completed document.

  4. 149 votes

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    Yana Martynenko commented  · 

    A way to select, move multiple fields at one time and to assign them to one recipient.

  5. 79 votes

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    Yana Martynenko commented  · 

    Xero integration on Editor 2.0

  6. 9 votes

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    Yana Martynenko commented  · 

    The option to eliminate PDF break in PDF itself (to make long PDF).

  7. 5 votes

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    Yana Martynenko commented  · 

    To be able to upload an attachment (Excel Sheet / PDF) to PandaDoc Document via API.

  8. 36 votes

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    Yana Martynenko commented  · 

    Rotate the image

  9. 14 votes

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    Yana Martynenko commented  · 

    The possibility to transfer the fields assignments from one recipient to another.

  10. 81 votes

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    Yana Martynenko commented  · 

    Drop-down menu in pricing table that will affect the final price.

  11. 15 votes

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    Yana Martynenko commented  · 

    Option for recipients to upload the signature.

  12. 17 votes

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    Yana Martynenko commented  · 

    Bulk Status Change.

  13. 94 votes

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    Yana Martynenko commented  · 

    Bulk PDF upload.

  14. 73 votes

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    Yana Martynenko commented  · 

    Upload Excel file to the document to pull the info into pricing table.

  15. 54 votes

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    Yana Martynenko commented  · 

    Option to merge templates.

  16. 41 votes

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    Yana Martynenko commented  · 

    The option to continue numeration on the next page.

  17. 65 votes

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    Yana Martynenko commented  · 

    Possibility to edit fields once the document is sent and finalized from Sender's side.

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    Yana Martynenko commented  · 

    The possibility to resend the document saving the already existing signatures.

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  18. 5 votes

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    Yana Martynenko commented  · 

    The recipient should be able to export the document into an editable format (docx).

    Yana Martynenko shared this idea  · 
  19. 188 votes

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    Yana Martynenko commented  · 

    Create a field that will get the value from another field. Into my template, I have two fields of type date and I would like that the second one will be equal to the first one.

  20. 101 votes

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    Yana Martynenko commented  · 

    Change the color of the text in the fields.

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