Settings and activity

517 results found

1. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

   172 votes

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   17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Mar 13, 2023

2. Turn off auto fields snap / auto-aligning fields (workaround in comments)

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   96 votes

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   22 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
   Released  ·  Ellina Redvanova responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

   Savannah Faulkner supported this idea  ·  Mar 10, 2023

3. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

   192 votes

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   19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Mar 9, 2023

4. Option to rotate pages of a document

   109 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Mar 9, 2023

5. Pricing Table (Quote Builder): Input negative quantity / value.

   46 votes

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   Solution Exists  ·  10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   An error occurred while saving the comment
   Savannah Faulkner commented  ·  Mar 6, 2023  ·  Delete…

   Ability to add negative quantity/ values/ price to items in Quote Builder

   Save Submitting...
   Savannah Faulkner supported this idea  ·  Mar 6, 2023

6. Quote Builder - Multiple choice in Quote sections

   7 votes

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   Released  ·  3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Savannah Faulkner supported this idea  ·  Mar 6, 2023

7. Approval Workflow by Manager after the recipient sign the contract

   30 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   An error occurred while saving the comment
   Savannah Faulkner commented  ·  Mar 6, 2023  ·  Delete…

   The document would go to a signer, then to a non-signer (approver), then to a final signer (if needed).

   Save Submitting...
   Savannah Faulkner supported this idea  ·  Mar 6, 2023
   An error occurred while saving the comment
   Savannah Faulkner commented  ·  Mar 6, 2023  ·  Delete…

   Clients would be able to have a document approved after it was signed by a recipient.

   Save Submitting...

8. Edit the Completed document with saving the signature

   216 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  Katie Hudson responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. 

   Savannah Faulkner supported this idea  ·  Mar 6, 2023

9. Export specific data from Reporting, based on filters

   15 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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!

   Saving reports

   Savannah Faulkner supported this idea  ·  Mar 3, 2023

10. export document data

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Lindsey Schocke responded
    Savannah Faulkner supported this idea  ·  Mar 3, 2023

11. Set client's default email subject (automatic subject)

    102 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Mar 2, 2023

12. Upload CSV/Excel/XLSX as editable content in PandaDoc

    74 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Mar 1, 2023

13. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    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 regarding this functionality, please message me back.

    Igor, Principal Product Manager @ PandaDoc

    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… more

    Savannah Faulkner supported this idea  ·  Feb 21, 2023

14. change currency in the quote builder

    24 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

    Savannah Faulkner supported this idea  ·  Feb 17, 2023

15. Move documents across workspaces and keep the statuses

    261 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Feb 9, 2023

16. Option to disable the Redlining Notification

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    Savannah Faulkner supported this idea  ·  Feb 7, 2023

17. Edit uploaded PDFs

    307 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Jan 20, 2023