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30 results found

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

    206 votes

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    26 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  · 

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

    99 votes

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

  3. Customize signature certificate design

    54 votes

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

  4. Export Field Data into CSV or Excel file

    151 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    144 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Gabriel Lawrence supported this idea  · 

  6. Bulk Send from CRM

    30 votes

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

  7. Edit the Completed document with saving the signature

    215 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

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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.

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

    102 votes

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

  9. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    153 votes

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    33 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  · 
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    Gabriel Lawrence commented  · 

    More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.

  10. [Bulk action] Change Status of Multiple Documents at Once

    45 votes

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