Settings and activity

PandaDoc needs a new Document.SentDate variable. Use case: We create a document and the "Document.CreatedDate" variables is added in several locations. Other departments then edit the document and approve it days later. Before we send it, we must now manually edit all of the "Document.CreatedDate" variables to todays date. We either need a new variable called "Document.SentDate", or the ability to manually edit a Document.CreatedDate parameter in one location so all of the "Document.CreatedDate" variables update together.

A date sent would be great, or allow us to just update the document Created Date, which then updates the Created Date variable throughout the document.

Adding this modified "Hide Column" request here because in some of these usage cases it will be helpful. In your older service QuoteRoller, when editing a document the Price, Qty, and Subtotal columns are “always” visible to editors so we can quickly make revisions. However, the client only sees the Subtotal column in the final document. In PandaDoc we must hide, show, hide, show, etc., and also remember to hide before sending to the client. We need the QuoteRoller hide feature in PandaDoc templates and documents.

In the thumbnail pages pop-out sidebar, allow a page title or short description. This would allow us to very quickly scroll down and identify our Pricing Table page, or our Summary page, etc. Right now you have to scroll through every page to locate the page you need to edit.

Allow a margin or padding adjustment between line items