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  1. 62 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  2. 12 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  3. 25 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  4. 285 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  5. 592 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  6. 84 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    When a recipient is signing a document, the prompt only takes them to each of the required fields vs every single field including optional ones.

  7. 32 votes

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    Hi there! 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. Right now, 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

    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  8. 3 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  9. 33 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  10. 13 votes

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  11. 11 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  12. 18 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  13. 28 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  14. 5 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  15. 9 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  16. 51 votes

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    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!

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    One template that can work with multiple currencies depending what currency is being used on the Salesforce opportunity. The currency used on the opportunity would automatically be pulled into the PandaDoc template.

  17. 9 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  18. 158 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  19. 65 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Approvals based on who created the document. For example, if person A creates the doc --> person B is the approver; but if person C created the doc --> person D is the approver.

  20. 4 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  ·