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7 results found

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

    23 votes

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    Idea  ·  4 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

    72 votes

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    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. Resend button

    45 votes

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    5 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

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

    20 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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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.


    This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:

    • 👍 Upvote this post (if you haven’t already)
    • 💬 Leave a comment to share your needs
    • 📅 Schedule a quick call with me so we can understand your workflow better


    No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌

    Caroline Fornuto supported this idea  · 

  7. 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.