Settings and activity
14 results found
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5 votes
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Steve Hodson
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4 votesSteve Hodson
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3 votesSteve Hodson
shared this idea
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22 votes
An error occurred while saving the comment Steve Hodson
commented
Reasons this is needed:
1. It is quite easy to send the wrong link to the wrong person - that way a customer could sign off the sender's fields like pricing. When a recipient's email is already a pandadoc licensed user it would be very easy for Pandadoc to work out that they already have a login and make that link only accessible to that logged in user.
2. It is also easy for people to forward their links not using the forwarding feature - e.g. the customer forwards the link to their manager to sign. This results in contracts getting esigned by a person who isn't the person in the electronic signature verification. This would make it very hard to prove who signed the document in court and makes the whole electronic signature element rather pointless.
You would still want to make it easy for anyone to fill in and sign documents, but the additional security or checks would be good to make sure the person signing is the intended recipient.
3.Steve Hodson
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182 votes
Hi!
We have made significant improvements in the docx import and export experience in 2021 and 2022, but aren't currently planning on additional features or improvements in this area 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!
Steve Hodson
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78 votes
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!Steve Hodson
supported this idea
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221 votes
Hi there!
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! Thank you!
Steve Hodson
supported this idea
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113 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Steve Hodson
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77 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Steve Hodson
supported this idea
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An error occurred while saving the comment Steve Hodson
commented
+1 for quickbooks online
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286 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Steve Hodson
supported this idea
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
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Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
174 votesWe wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Steve Hodson
commented
by tokens i assume this means variables
Steve Hodson
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211 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!An error occurred while saving the comment Steve Hodson
commented
Plus if customer changes the quantity of product A then product B quantity changes to match it
Steve Hodson
supported this idea
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291 votes
Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
Steve Hodson
supported this idea
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595 votes
This suggestion's status is currently unchanged from when the previous comment was posted. Please check back for updates.
Steve Hodson
supported this idea
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This option is really hidden at the moment and hard to find even when you know it is there. I am not sure about document forwarding, but this causes a big problem for signature forwarding where you can get the wrong person on the esignature receipt from the person who actually signed it.
My suggestion would be to have a popup if signature forwarding is enabled on the document so when it is opened every time it tells them who they are signing for and how to forward. They can hide it if they want and it will put a cookie so they don't see it again. If they send their link on to someone else then the new person will get the same message - this time they will see that they are not the person the link was prepared for and can go back tot he person who should have forwarded