Settings and activity
93 results found
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13 votes
Valeryia Baranava responded
An error occurred while saving the comment -
227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commented
One field for multiple signers.
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26 votes
An error occurred while saving the comment The option to remove [PandaDoc] from the email subject with signed PDF attached.
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28 votes
An error occurred while saving the comment Signature certificate in another language (Dutch).
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40 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:An error occurred while saving the comment The option to create a pop-up scrolling window inside the document.
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273 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Set up signature at the template level.
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34 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment The option to send the PDF version of the document when sending the document for the first time (I mean, not a PDF of completed document).
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6 votes
An error occurred while saving the comment The option to use Tab button to switch between optional fields as well (not only required).
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169 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 your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
An error occurred while saving the comment The option to save changes applied to the CLI in the template this CLI has been inserted into.
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16 votes
An error occurred while saving the comment 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.
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15 votes
An error occurred while saving the comment Send multiple documents via one API call.
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41 votes
An error occurred while saving the comment Link to Hubspot for Completed document.
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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.
An error occurred while saving the comment A way to select, move multiple fields at one time and to assign them to one recipient.
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150 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.
An error occurred while saving the comment Xero integration on Editor 2.0
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25 votes
An error occurred while saving the comment The option to eliminate PDF break in PDF itself (to make long PDF).
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5 votes
An error occurred while saving the comment To be able to upload an attachment (Excel Sheet / PDF) to PandaDoc Document via API.
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53 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 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 Tax inclusive option in pricing table (the price shows already with tax counted, tax is shown separately not as a part of the formula). The data should be able to be transferred from CRMs.
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192 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Rotate the image
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59 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Save all the completed documents as PDFs automatically.
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68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to check the template name the document has been created from.
Page break notification for Editor 1.0