Skip to content
← Have an idea? Share it!

Settings and activity

76 results found

  1. Alerts/Notification when a reminder / signing order email has been sent to the recipient

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

  2. Signature settings for specific documents

    42 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not planned  ·  AdminValeryia Baranava (Admin, 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. Automated Escalation Process: if the document is not approved in 24h, send the document to another approver

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    Approval reminder emails if quotes arena approved in 24 hours

  4. Auto-reminders per recipient

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  5. When bulk downloading ZIP file, each pdf name should match the csv document title.

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

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

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    the ability to tab to fill out fields in DRAFT status

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

    145 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

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

    68 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

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

    58 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    17 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  · 

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

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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!

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

  11. Make the Finish button more clear

    43 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

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

    67 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

    An error occurred while saving the comment
    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  · 

  13. Change Document Status Within the Document

    68 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

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

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

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

    125 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    19 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    Lock field position within a table

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

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

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

    49 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    On roadmap  ·  9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    share a custom theme across workspaces

  18. Page borders

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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).

  19. Validation signature stamps

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    Signature time stamps when signed next to each signature

    An error occurred while saving the comment
    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  · 

  20. Pricing Table calculations: Excel Formulas.

    663 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 
2 4