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  1. send emails from the Company name

    18 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Sarah O'Connor commented  · 

    First Name = Mike
    Last Name = Duckworth
    Company (optional) = Go Home, LLC.

    [ X ] Send correspondence as Company
    - If checked, all communication to recipients will have Company Name in lieu of sender's First & Last Name

  2. multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Sarah O'Connor commented  · 

    https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/50d69c104667082607ef513fb06a54827c32f5e8.png

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    Sarah O'Connor commented  · 

    it would be excellent on the Checkbox field to have a customizable text ID field that took a string parameter that could pass through Zapier, then back to our CRM to help find and indicate what the customer was checking off. user story is, we’d like to pay monthly vs. annually with a discount. or any other thing a potential new customer would be opting into or out of.

    Sarah O'Connor supported this idea  · 

  3. Document Portal

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Sarah O'Connor commented  · 

    I guess the idea would be that you can turn on a portal for any recipient where they can see all documents you've uploaded for them to review (perhaps sorted by folders). And where either us or them could pass files back and forth. A trusted document exchange area of sorts.

    Files can be signed or acknowledged or both.

    Sarah O'Connor shared this idea  · 

  4. Pre-sign template (or a Form): Fill in signature on template level

    253 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Sarah O'Connor commented  · 

    Pre-Sign template option so documents can be signed by the sender on the template level and save time.

  5. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    269 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Sarah O'Connor commented  · 

    Sometimes a client may have multiple businesses, but may operate under the same email. It would be helpful to be able to create contacts with the same email address and name, but be able to change the business name and have it as a separate contact within PandaDoc