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52 results found

  1. Edge Browser Signature Verification for Pandadoc PDFs

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gabriel Lawrence shared this idea  · 

  2. PandaDoc support for Brave browser

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gabriel Lawrence commented  · 

    Hi Mariah, what issues are you having with Pandadoc in Brave? It seems to work for me.

  3. Have Document Summary on the left hand side panel without the Table of Contents

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Gabriel Lawrence commented  · 

    Yes, you should be able to add the left side ToC without adding the table of contents directly to the document.

    Gabriel Lawrence supported this idea  · 

  4. Make Payment Optional

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  5. Ability to send doc to unknown signatories

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  6. Edit uploaded PDFs

    239 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  7. Pull updated pricing table details from Salesforce to PandaDoc

    81 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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    Gabriel Lawrence commented  · 

    This is a vitally important feature for our sales process.

    Gabriel Lawrence supported this idea  · 

  8. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gabriel Lawrence supported this idea  · 
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    Gabriel Lawrence commented  · 

    Yes, surprised this isn't upvoted more. Not just for Bulk Send, but CRM or api created documents should be able to use role based variables in the merge field of a fillable text field.

    Example, Signer.FirstName should be able to be a fillable text field assigned to Signer so they can change the name if they have a different spelling, or let's say Signer.Title if they want to correct the title, or if they forward to a new signer.

    Right now, we use a regular merge field, but then the signer can't update it.

  9. Bulk sign: Ability to sign multiple documents at once in the inbox.

    61 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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!

    Gabriel Lawrence supported this idea  · 

  10. Redirect recipient to a custom URL upon completion

    443 votes

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    74 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there! Great news – the redirect after completion feature is now available for early access 🎉 

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process.

    If you're interested in enabling it for your use, feel free to message me back.

    Igor, Product team

    Gabriel Lawrence supported this idea  · 

  11. sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  12. Option to test payment on a document using Stripe (sandbox)

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  13. More options for payment gateways

    183 votes

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    Idea  ·  71 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Gabriel Lawrence commented  · 

    Canadian PAD please

    Gabriel Lawrence supported this idea  · 

  14. Ability to set custom payment amount to PandaDoc Documents

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Gabriel Lawrence commented  · 

    This is exactly what I would like too for the same purpose. Seems odd it's not available in the API.

    Gabriel Lawrence supported this idea  · 

  15. Payment Receipt from PandaDoc

    49 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    Gabriel Lawrence commented  · 

    Agreed this should be an option. If anyone is interested I made a scenario in integromat that updates the payment intent after successful to add the email to receipt email field and it auto sends the receipt. Just not good you need a middleware to do something so basic.

    Gabriel Lawrence supported this idea  · 

  16. Save ACH payment details for future payments

    24 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  17. Payment required to complete the document

    54 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  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!

    Gabriel Lawrence supported this idea  · 

  18. customize payment gateway payment page

    26 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Gabriel Lawrence commented  · 

    This is important. We're a Canadian company, but the country defaults to the US and Canada is way down the list.

    Gabriel Lawrence supported this idea  · 

  19. Ability to add payment processing fees

    45 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  20. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    112 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Gabriel Lawrence commented  · 

    This is really important part of whitelabelling. Not only should be shareable link be the custom domain, but the actual hosted page of the document should also be the custom domain.

    Gabriel Lawrence supported this idea  · 
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