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4 results found

  1. The possibility to add the sequence number without sequence name

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Summer Nagy commented  · 

    Customer would like to pull in the document auto-number without the sequence name label.

    Feedback: "It does seem like a common need to display the sequential number in a document without a label on that number. I would hope there is another way without having my staff find out what the last document number is and have to fill it in manually.
    I can see that wrecking havoc on issuing stock certificates."

  2. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

    45 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    Summer Nagy commented  · 

    A feature that allows senders to have customers accept terms and conditions before signing. "I want a customer to click a link that references our terms & conditions before they are able to e-sign a quote/order."

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

    83 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    Summer Nagy commented  · 

    "My templates have a title and when I use the create document with within my CRM copper. The document title changes to the opportunity, person name or company name. Is there a way to incorporate both the template title with the what is pulled over from copper?" "Is there a way to do that without clicking the renaming button on the title? Something that is automated."

  4. Validation signature stamps

    37 votes

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

    Would like there to be an official stamp of certification directly next to the signatures. "Is there an alternative to the certificate? Such as having an official e-signed stamp next to the signature like DocuSign and Adobe?"