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8 results found

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

    21 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

    3 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

    69 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. 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!

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    Caroline Fornuto commented  · 

    Be able to push information into a PandaDoc Table from Excel

  4. Resend button

    38 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

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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

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

    17 votes

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    Idea  ·  4 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

  6. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!

    Caroline Fornuto supported this idea  · 

  7. Redirect recipient to a custom URL upon completion

    444 votes

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    74 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there! Great news – the redirect after completion feature is now available for early access 🎉 

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process.

    If you're interested in enabling it for your use, feel free to message me back.

    Igor, Product team

    Caroline Fornuto supported this idea  · 

  8. 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.