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58 results found

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

    182 votes

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    Idea  ·  28 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Jomarie Papas supported this idea  · 

  2. Granular Notification Settings for Forms initiators and workflow receipients

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jomarie Papas supported this idea  · 
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    Jomarie Papas commented  · 

    Customize the notification sent to customers filling out a form (explaining why user might need it) to avoid confusion.

  3. Edit / customize text in all email notifications including Completion or Signed Email Message

    120 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jomarie Papas supported this idea  · 

  4. Spellchecker: Spell Check in App like Grammarly

    186 votes

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    Idea  ·  20 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jomarie Papas supported this idea  · 

  5. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    32 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jomarie Papas supported this idea  · 

  6. Reporting: Time a document is waiting to be approved when sent to approver

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Jomarie Papas supported this idea  · 

  7. Ability to add or attach a document / attachment to a completed document

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jomarie Papas supported this idea  · 

  8. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

    20 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jomarie Papas commented  · 

    As a feature request, it would be much easier to manage users if they were all in the same place – currently you have to flick between workspaces to work out who is where – all in one place, with notes saying which workspace that user has access to would be much easier to admin. Not a high priority.

  9. Tokens/Variables in saved messages / email body or subject

    124 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jomarie Papas commented  · 

    Can we use tokens or merge fields in the send document window or subject line with the ActiveCampaign native integration?

  10. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    173 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jomarie Papas commented  · 

    Is there a way where once a document expires, we can automatically re-send it to the signer?

    I see we can set a one day reminder but I was hoping for it to be automatically re-sent.

  11. [Comments] Include comments in the downloaded doc

    11 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Jomarie Papas commented  · 

    I would like to make a pdf from a document that is not completed. Thus, with comments and edits in it.

  12. Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)

    11 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Jomarie Papas commented  · 

    Signature Certificate in German language

  13. More filters for documents

    13 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jomarie Papas commented  · 

    add other columns to the Documents tab view

  14. Omit zero values for pricing tables (show them blank)

    4 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Jomarie Papas commented  · 

    delete the price and qty written in the row of the pricing table so that to remain blank

  15. [Comments] allow mentions for 'member' role

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Jomarie Papas commented  · 

    mention a member user who is in the workspace using comments

  16. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    515 votes

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    On roadmap  ·  55 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jomarie Papas commented  · 

    use variables in fillable text fields

  17. Recipient view in Hebrew

    13 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Jomarie Papas commented  · 

    translating the signing page in hebrew

  18. Drawing lines and shapes

    56 votes

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

    I want shapes like triangle, rectangle, circle etc for more editing

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