Settings and activity
25 results found
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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.
Alfonso De La Torre supported this idea ·
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231 votes
We wanted to share an update regarding the 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 An error occurred while saving the comment It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠
This would help our Triggers & Rules in out Team inboxes to properly handle these forms. ⚡️🚀 ; )
An error occurred while saving the comment It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠
This would help our Triggers & Rules in out Team inboxes to properly handle these forms. ⚡️🚀 ; )
An error occurred while saving the comment It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment.
This would help our Ai rules in out Team inboxes properly handle these forms.
An error occurred while saving the comment It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment.
This would help our Ai rules in out Team inboxes properly handle these forms. ; )
An error occurred while saving the comment It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠
This would help our Ai rules in out Team inboxes properly handle these forms. ⚡️🚀 ; )
An error occurred while saving the comment It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠
This would help our Ai rules in out Team inboxes properly handle these forms. ⚡️🚀 ; )
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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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362 votes
Document Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
An error occurred while saving the comment We just switched to PandaDoc from Docusign and we love it but the one thing our team is missing from Docusign is the ability to upload multiple PDF Documents and sending it as one transaction. We are able to also download them separately as PDF Documents in Docusign. With PandaDoc its one whole PDF when download which slows us down having to separate them in to different PDF Documents ourselves. Cant wait to see this developed! ; )
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128 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 has been released. Please see this link for more information: Bulk import documents to PandaDoc.
Have a wonderful day!
It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠
This would help our Triggers & Rules in out Team inboxes to properly handle these forms. ⚡️🚀 ; )