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31 results found

  1. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    58 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Natallia Skarabahatava commented  · 

    set up document title when creating documents from Zoho deals, currently the name of the deal is indicated

  2. Multiple recipients to one signing order (groups in signing order).

    27 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Natallia Skarabahatava commented  · 

    set the signing order for multiple recipients to get the doc at the same time and then one to get it after all those people signed

  3. Pricing Table: Input negative quantity / value.

    26 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Option to create a doc from an opportunity record in Salesforce when product quantity is negative

  4. Pass product description from Pipedrive to PandaDoc pricing table

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Pull product descriptions as bulleted list from Pipedrive to PandaDoc

  5. Disable expiration time [Workaround in comments]

    19 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Set the document to never expire

  6. Alerts/notifications for document senders about the upcoming expiration of a document

    36 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Automatically notify document creator/sender via email that a document expires soon

  7. Change the background email

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Option to set up the white background for PandaDoc notifications in emails, now it's a white window on a grey background

  8. Set design (bold, etc) via API

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Set up the font size and font type for the fields when crating documents via Create Document form PDF API call

  9. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    169 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Natallia Skarabahatava commented  · 

    unexpire expired documents so that in case the doc has 2 signers, 1 signed and the other hasn't, and the doc is expired, the doc owner should be able to revert the doc back to Viewed/Sent and the 1st signer doesn't have to complete their part of the document anew

  10. Change the default reply-to email address

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Natallia Skarabahatava commented  · 

    specify the email address to be placed in the To line once a recipient replies to an email notification with the document recieved. As of the moment, the email address of the sender is indicated

  11. pass information from Zoho custom object

    8 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Option to add PandaDoc module to different objects in Zoho (now it's working only for Accounts, Contacts, Deal/Potential, Lead and Quotes). For ex., the user has Cars object in Zoho and would like to add the PandaDoc module there

  12. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    177 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Example: signing order is enabled. The doc is sent out and signed by the recipient. Then the docs comes back to the sender, and the sender needs anyone within their account to be able to sign this document

  13. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    142 votes

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    Idea  ·  27 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Natallia Skarabahatava commented  · 

    option to send document to a single email address to be signed by two different people (husband and wife)

  14. Bulk sign

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Option to prefill a signature field when creating documents to be sent in bulk. As of the moment, the customer has to manually sign each document created via the Bulk Send option so that the signature certificate is generated. The customer would like to sign all the docs at once

  15. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    16 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Download a PDF with the signature field box reflected on it, as of the moment if draft document is downloaded fields are not shown on it - blank spaces instead of fields. The customer would like to download a PDF and provide it to their recipients so that they can see which fields they will have to fill out in the web view

  16. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    89 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Hide the email addresses of other recipients so that once the document is opened by a recipient they won't be able to see who else is indicated in the list of recipients

  17. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    352 votes

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    61 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Option to set up separators for thousands, cents for Norwegian Krone currency within the pricing table
    In Norway we are using space or . as the thousand separator. So we would write 115 000,00 or 115.000,00
    We are also using , in stead of . for cents

  18. Custom numbering lists

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Option to use capital letters in numbered list

  19. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Currently when we merge rich text field from salesforce, the html code are merged together with the data. Is there anyway to overcome this, i just need to data withput the coding

  20. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    63 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Option to return the document status back to completed if the document was unintentionally edited and no changes were actually applied/option to restore the signed version

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