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58 results found

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

    193 votes

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    Idea  ·  10 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  · 

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

    91 votes

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    Idea  ·  9 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  · 

  3. Remove or hide PandaDoc promo from the Signature certificate

    19 votes

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

  4. Customize signature certificate design

    24 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  · 

  5. Export details - Audit Trail

    73 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  6. Export Field Data into CSV or Excel file

    95 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

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

    88 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  8. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

    22 votes

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

  9. Fields sync back to Salesforce

    45 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  10. Salesforce true 2 way sync

    118 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence commented  · 

    This is a really important feature that would significantly help our workflow.

    Gabriel Lawrence supported this idea  · 

  11. Dynamic Content with Salesforce

    10 votes

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

  12. Bulk Send from Salesforce

    15 votes

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

  13. Delete a document from inside of it

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence commented  · 

    This would be nice in the kebab menu on the document. If I want to delete a document it's usually because I clicked on it through salesforce. In order to delete I have to copy the document name, click documents, paste the name in search and click delete. It would also help make sure users don't accidentally delete the wrong document.

    Gabriel Lawrence supported this idea  · 

  14. Edit the Completed document with saving the signature

    139 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence commented  · 

    This seems to defeat the purpose of a contract. I don't think this feature should exist, or it wouldn't be a clean audit trail of what was agreed to. If you edit after signing the signer should have to re-sign your edits.

  15. Set client's default email subject (automatic subject)

    70 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  16. The Signed status in the Actions tab

    23 votes

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

    I think this is really needed. If I understand this request it is the same as this one I made.

    https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/42543226-status-for-partially-completed-first-signature

    Gabriel Lawrence supported this idea  · 

  17. Change Status of Multiple Documents at Once

    31 votes

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

  18. Status for partially completed (first signature)

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence supported this idea  · 
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