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44 results found

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

    223 votes

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    40 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  · 

  2. Stripe: Detailed Line Items from Pricing Table

    7 votes

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

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

    68 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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  · 

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

    60 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.

  5. Select a template automatically salesforce

    21 votes

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

  6. Send the document automatically after approval

    105 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  Valeryia Baranava 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  · 

  7. 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  · 

  8. Include Salesforce opp link in approve notification

    4 votes

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

  9. hide sections mapped from Salesforce

    4 votes

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

  10. Push Form document to Salesforce

    5 votes

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

  11. Salesforce Mobile App Capability

    44 votes

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

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

    30 votes

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    6 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  · 

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

    353 votes

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    26 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  · 

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

    200 votes

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    24 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  · 

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

    98 votes

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

  16. 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  · 

  17. Export Field Data into CSV or Excel file

    148 votes

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    23 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  · 

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

    143 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  · 

  19. 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  · 

  20. Delete a document from inside of it

    6 votes

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    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  · 
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