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10 results found

  1. Notification for signed but did not hit the Finish button

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Caroline Fornuto commented  · 

    Receive notification when document has been signed but not finalized so that users can contact recipients

  2. Tab indents first line instead of entire paragraph

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Caroline Fornuto supported this idea  · 

  3. Upload CSV/Excel/XLSX as editable content in PandaDoc

    37 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Caroline Fornuto commented  · 

    Be able to push information into a PandaDoc Table from Excel

  4. Salesforce true 2 way sync

    116 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Caroline Fornuto commented  · 

    Ability to have a variable in PandaDoc that when filled in/given value, pushes value into Salesforce token (example: contract signed date)

  5. Resend button

    25 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Caroline Fornuto commented  · 

    If you send a document via link, you should be able to resend it via email without having to edit the document and resend it

  6. Turn on signing order as a default setting for the account.

    12 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Caroline Fornuto commented  · 

    Set a default signing order for all created templates within PandaDoc Settings

  7. Close.io

    77 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Caroline Fornuto supported this idea  · 

  8. Redirect recipient to a custom URL upon completion

    303 votes

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    Idea  ·  38 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Caroline Fornuto supported this idea  · 

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

    197 votes

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    In development  ·  29 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Caroline Fornuto commented  · 

    Be able to create recipient groups. Some clients send contracts to the same group of people every time. Rather than having to add recipients one by one, this would allow for them to create a recipient group before hand, and select that group upon sending.

  10. The ability to hide the specific content of the document for a particular recipient

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Caroline Fornuto commented  · 

    Example: Restrict Signer 1 from seeing parts of the document below their signature field. Anything below their signature field would be visible for a different signer.