Settings and activity
4 results found
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294 votes
Hi,
Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.
We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.
To learn more about how it works, check out our Help Center article.
Thank you for voting for this idea – your feedback is what got it built.
Igor, Product team @ PandaDoc
An error occurred while saving the comment Jeanette Leclaire supported this idea ·
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28 votes
Lindsey Schocke responded
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80 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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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…
The reason behind this scheduled send request is because often times we have school vacations, but in the special ed world, time doesn't stop and we have many legal deadlines to meet. We are entitled to a restful vacation too, so being able to get our work completed before our vacation and then scheduling the send to families to hit the right timelines would be extremely helpful! Some paperwork being signed starts a timeclock for other procedures and so sometimes sending it on just the right date can make the difference.