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

    29 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

  2. Select a template automatically salesforce

    9 votes

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

  3. Send the document automatically after approval

    36 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  4. send a document to signature via Salesforce automatically

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & 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  · 

  5. Pricing table inherit Salesforce Euros formatting

    3 votes

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

  6. Include Salesforce opp link in approve notification

    4 votes

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

  7. Pull updated pricing table details from Salesforce to PandaDoc

    39 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  8. hide sections mapped from Salesforce

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  9. Push Form document to Salesforce

    4 votes

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

  10. Salesforce Mobile App Capability

    19 votes

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

  11. Update salesforce opp once the document is completed

    5 votes

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

  12. Salesforce CPQ Integration

    45 votes

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    In development  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

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

    16 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  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. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    475 votes

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    Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

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

    158 votes

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    Idea  ·  7 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  · 

  16. Ability to disable or remove Signature Certificate for downloaded documents

    59 votes

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    Idea  ·  6 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  · 

  17. Remove or hide PandaDoc promo from the Signature certificate

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  18. Customize signature certificate design

    23 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  19. Export details - Audit Trail

    67 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  20. Export Field Data into CSV or Excel file

    80 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gabriel Lawrence supported this idea  · 
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