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5 results found

  1. Status for partially completed (first signature)

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  3. Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Katie Russell supported this idea  · 
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    Katie Russell commented  · 

    Our company is currently only able to use PandaDoc for our simplest contracts that don't require much customization. We have an entire other group of contracts that we still have to do through email and Word templates because we go through extensive rounds of reviews and customizations involving multiple departments. Having this feature is essential for us to get all of our contracts going through PandaDoc.

  4. flag/alert/notification for when a discount is applied in a document

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Katie Russell commented  · 

    This feature would help sales managers to know when they need to pay closer attention before approving, especially if the document creator hid the discount column.

    Katie Russell supported this idea  · 

  5. Salesforce true 2 way sync

    90 votes

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    Idea  ·  20 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Katie Russell supported this idea  · 
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    Katie Russell commented  · 

    Needs to sync more than just the pricing table, although that is a necessary first step. Need to be able to extract information from fields populated by the signer and populate that back into the Salesforce opportunity.