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45 results found

  1. Downloading attachments along with the document they are attached to

    84 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Yuliya Valko supported this idea  · 

  2. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Yuliya Valko commented  · 

    an attachment icon in the completed documents is not noticeable enough for recipients.

    Yuliya Valko supported this idea  · 

  3. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    57 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Yuliya Valko supported this idea  · 

  4. discount to pass in Zoho(if not quotes)

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Yuliya Valko commented  · 

    Pass discounts from the pricing tables in Zoho to EV2 Documents as it used to be in EV1( not only from Zoho Quotes)

    Yuliya Valko supported this idea  · 

  5. Integrate and upload CSV/Excel/XLSX as an editable content in PandaDoc

    33 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Yuliya Valko supported this idea  · 

  6. Actions with catalog items (duplicate, rename, tags)

    25 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Yuliya Valko supported this idea  · 

  7. [Lister] Search documents by text

    16 votes

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

  8. Use Multiple Currencies in a Pricing Table

    29 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Yuliya Valko supported this idea  · 

  9. Advanced search options/ Search within the Folder

    20 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Yuliya Valko shared this idea  · 

  10. Content Library search inside a folder

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Yuliya Valko supported this idea  · 

  11. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    164 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Yuliya Valko commented  · 

    Possibility to have multiple people assigned to the same role to be able to sign the document. In the client's use case, there are 3 managers, any of which can sign for the manager role.

    Yuliya Valko supported this idea  · 

  12. Conditional Logic set up in Pricing tables

    150 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Yuliya Valko supported this idea  · 

  13. Document Responsiveness on Mobile

    16 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Yuliya Valko commented  · 

    The client's recipients need the ability to zoom in to view and fill the document through mobile browser.

    "We are currently working with folks with Parkinson's who have trouble with vision and with their hands.

    In our prior e-sign platform, Hellosign, we could send out a link that was responsive, so if they were on their phone, the signature field and other fields that they needed to require were zoomed in and much more user friendly. With PandaDoc, the document is set at 100% - not zoomed in on the exact fields they need to complete - and that makes it almost impossible for the group of people we are working with. People only sign w us 1x - they will never use the app, they will always be using the mobile browser."

    Yuliya Valko supported this idea  · 

  14. Email validation

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  15. Recipient verification via SMS: Advanced Electronic Signature for our documents (AES)

    31 votes

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    Beta  ·  3 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Yuliya Valko supported this idea  · 

  16. The ability to integrate with SuiteCRM

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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  17. Specify days and time of auto-reminders

    29 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  18. Edit / customize text in all email notifications including Completion or Signed Email Message

    116 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Yuliya Valko supported this idea  · 

  19. Reminder customization: Customize the text in reminder message

    232 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  20. Set the expiration date before sending the document.

    14 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Yuliya Valko commented  · 

    Set the expiration date in the template so all of the documents created from that template expired on the same date no matter when each of them has been sent. Applicable for promotional campaigns that are valid only for a specific period of time.

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    Yuliya Valko commented  · 

    Set a specific expiration date in the template so all documents created from it expired on the same date no matter when each of them has been sent. Applicable for promo campaigns with limited time.

    Yuliya Valko supported this idea  · 
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