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22 results found

  1. Auto-reminders per recipient

    18 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Alexander Litvin commented  · 

    Allow to send reminders to approvers within approval workflow

  2. Software (offline) version of PandaDoc

    32 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Alexander Litvin commented  · 

    Ability to work with the document offlie, similar to google document

  3. Attachments visible from the document view for the recipient: embedding an attachment into a document

    21 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Alexander Litvin commented  · 

    Allow to upload attachments not as separate pages, but as content blocks like in Classic Editor.

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    Alexander Litvin commented  · 

    Add ability to attach PDF as content blocks, similarly to Ev1

  4. 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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    Alexander Litvin commented  · 

    Allow to adjust the document name when creating the document from template within the assignees window

  5. Salesforce true 2 way sync

    99 votes

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    Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Alexander Litvin commented  · 

    Allow to pull information to document retroactively (i.e. after creating the document from the template) when assigning emails to roles.

  6. Pre-sign template (or a Form): Fill in signature on template level

    134 votes

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    Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Alexander Litvin commented  · 

    Ability to presign cerain templates for cerain users within the Integration when creating a document from PD module

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    Alexander Litvin commented  · 

    Ability to autoplace your signature before sending the document.

  7. Download Chat / Private Message transcript

    14 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alexander Litvin commented  · 

    Allow to export the chat message history either alongside the document or separately

  8. Auto number pricing table line items

    11 votes

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

    Add autonumbering to table to make managining lengthy tables easier without having to add the number manually each time

  9. Edit / customize text in all email notifications including Completion or Signed Email Message

    119 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Alexander Litvin commented  · 

    Add the approver group name to the notification email, in case the user is in multiple approval groups, so he can get the notification for different approval stages respective to the approval stage

  10. Fields signing order on a document/form

    13 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Alexander Litvin commented  · 

    Allow to arrange the order in which recipient fills out the variables for the forms to create more recongizable experience for the uses.

    Alexander Litvin shared this idea  · 

  11. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    13 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Alexander Litvin commented  · 

    Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

  12. [Bulk actions] Select and add CLIs to the document

    3 votes

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

    All to create item groups to move them simultaneously, instead dragging each item individually

  13. Signer can re-assign some fields to other people

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Alexander Litvin commented  · 

    Allow multiple users to fill in the same fields simultaneously

  14. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    301 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Alexander Litvin commented  · 

    Ability to remove the signers within the document without having to ediit the document.

  15. Make variables required (forbid sending the document if "required" variables are not filled in

    7 votes

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

    Lock sending the document with empty vairables/token to eliminate user error

  16. Completed to paid status manually

    26 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alexander Litvin commented  · 

    For the uses cases when the invoicing is done not via the integration but rather outside of PD ability to change the doc status to Paid to get accurate dashboard reporting

  17. Change Document Status option in the Document view Itself

    62 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Alexander Litvin commented  · 

    In Editor 2.0 allow to update document status within the document itself

  18. Ability to sort docs in the Inbox tab

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alexander Litvin commented  · 

    Inbox tab to have all docs sent in chronological order.

  19. Edit contact email address in recipient list in draft document

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Alexander Litvin commented  · 

    Ability to change the recipient's email in the document draft without having to adjust the contacts infromation/adding new contact

  20. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    190 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Alexander Litvin commented  · 

    Ability to continue numbering list started from the previous page in the latter one's

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