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  1. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    the ability to tab to fill out fields in DRAFT status

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

    138 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, 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!

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  3. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    67 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  4. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    45 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    Necessity for HR Workflow:
    Signer #1 - Supervisor enters in employee review
    Signer #2 - HR submits raise and approval signature
    Signer # 3 - Supervisor sits down with employee and signs to acknowledge they discussed the review and raise
    Signer #4 - Employee signs

    Signer #1 & #3 are the same email

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  5. Make the next button more clear when completing fields and signing the document

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  6. Make the Finish button more clear

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  7. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    65 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    A section in custom roles for "trainee" that will automatically send all documents to a manager for approval

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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    The ability to have conditional approvals recognize a "manager role" that is specific to each user, rather than specific to the template.

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  8. Change Document Status Within the Document

    63 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  9. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  10. Fields move automatically with text blocks: link fields to blocks

    111 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    Lock field position within a table

  11. Signature cannot be placed until all required fields are completed

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  12. More connection between workspaces: Design options, themes, settings shared between workspaces

    45 votes

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    On roadmap  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    share a custom theme across workspaces

  13. Page borders

    6 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    Lines and borders in the editor for better formatting of the documents (for now image upload is an option).

  14. Validation signature stamps

    35 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    Signature time stamps when signed next to each signature

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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    The signer is able to put the wrong date, they can put both a date in the past and a date in the future with the date field, rather than having a signature stamp with date and time once the signature field is completed.

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  15. Pricing Table calculations: Excel Formulas.

    595 votes

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    54 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

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

    24 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    Move approver workflow to have the option to be after/within the signature order.

  17. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  18. Billing custom role/custom role permissions

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  19. [HubSpot] The "Modified date" field in attached docs

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  20. Permissions for recipients to see masked fields

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 
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