Settings and activity
8 results found
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32 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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152 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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Sarah Nolden
supported this idea
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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!
Sarah Nolden
supported this idea
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559 votes
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…
Sarah Nolden
supported this idea
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An error occurred while saving the comment
Sarah Nolden
commented
Yes, please implement this. I would have assumed this would already be a feature.
I assume it would be relatively straight forward as we could just enter the same "FIELD ID" for the specific field we need replicating throughout the document.
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444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
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265 votes
Hi there,
Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news!
2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.
We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here.
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217 votes
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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:
Enable users to seamlessly extract all data from completed PandaDoc forms in excel/CSV format.
e.g. A New Client Account Form is completed, we should be able to seamlessly extract all the data inputted by the client in excel/CSV format (we can then use that to transfer data into other systems within our organisation).