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46 results found

  1. PAD

    2 votes

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

  2. Tokens/Variables in saved messages / email body or subject

    213 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Gabriel Lawrence supported this idea  · 

  3. Stripe: Detailed Line Items from Pricing Table

    7 votes

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

  4. Automatically place signature/initial or any field on every page by dropping it once

    64 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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  · 

  5. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    58 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Gabriel Lawrence commented  · 

    I believe this is already possible. All you need to do is have a role on the template prefilled as a cc and it will send it to them after completion.

  6. Select a template automatically salesforce

    15 votes

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

  7. Send the document automatically after approval

    93 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  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.

    Gabriel Lawrence supported this idea  · 

  8. send a document to signature via Salesforce automatically

    10 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Gabriel Lawrence commented  · 

    This should have more upvotes. Based on certain criteria, you should be able to change the status of an opportunity to something specific and have a Pandadoc sent automatically with all the fields filled in and connected to the opp.

    Gabriel Lawrence supported this idea  · 

  9. Include Salesforce opp link in approve notification

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  10. hide sections mapped from Salesforce

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  11. Push Form document to Salesforce

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  12. Salesforce Mobile App Capability

    43 votes

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

  13. Approval Workflow by Manager after the recipient sign the contract

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Gabriel Lawrence commented  · 

    This would be great to add workflow after a document is signed by customer. Let's say customer signs the contract, you would have a further workflow after completed document but pending work completion. Then have the internal services team sign off after the actual work is complete. A defacto work order tool built right into the quoting engine.

    Gabriel Lawrence supported this idea  · 

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

    339 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence commented  · 

    This one seems like a no brainer, if one signer has already signed it's not changing anything about the document itself if you unexpire it.

    Gabriel Lawrence supported this idea  · 

  15. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    195 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gabriel Lawrence commented  · 

    I think this is an important feature, sometimes you only want the signed document with security enabled without the branded certificate. All other e-sign apps allow you to download a version without the certificate including Docusign and Adobe E-sign.

    A workaround is to print as pdf; however, you then don't get an encrypted (secure) pdf.

    Gabriel Lawrence supported this idea  · 

  16. Signature Certificate: Hide or Remove Information from signature certificate

    91 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  17. Customize signature certificate design

    53 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  18. Export details - Audit Trail

    144 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  19. Export Field Data into CSV or Excel file

    140 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    Gabriel Lawrence supported this idea  · 

  20. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    140 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gabriel Lawrence supported this idea  · 
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