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34 results found

  1. Monday.com formula columns

    47 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Andrew Lee supported this idea  · 

  2. Monday.com subitem column (subitems)

    15 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Andrew Lee supported this idea  · 

  3. Legal Clause Deviation Notification / Reporting

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Andrew Lee supported this idea  · 

  4. Approval Workflow by Manager after the recipient sign the contract

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Andrew Lee supported this idea  · 

  5. Self-sign notifications

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Andrew Lee supported this idea  · 

  6. Pre-sign template (or a Form): Fill in signature on template level

    261 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Andrew Lee supported this idea  · 

  7. Auto-fill sender's signature once the document is signed by the client

    48 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Andrew Lee supported this idea  · 

  8. Change Time Zone for Date Variable

    49 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Andrew Lee supported this idea  · 

  9. Collaborate on Content Library Items (inline commenting and chat on Content Library items)

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Andrew Lee shared this idea  · 

  10. Scan for Automatic Renewal Date

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Andrew Lee shared this idea  · 

  11. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Andrew Lee supported this idea  · 

  12. Native CPQ within PandaDoc

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Andrew Lee supported this idea  · 

  13. Renewal Reminder Customised Message

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Andrew Lee supported this idea  · 

  14. Authentication process for approver

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Andrew Lee supported this idea  · 

  15. Trigger Approvals based on if a section is edited

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Andrew Lee supported this idea  · 

  16. Option to auto delete documents based on certain criteria like time and status

    33 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Andrew Lee commented  · 

    Set retention for a set amount of time and automatically delete from systems after. This is to reduce liability and exposure to cloud platforms for customers with sensitive on-prem storage needs or customers that have automatic storage of completed documents in more secure systems. Like Docusign's feature https://support.docusign.com/en/articles/Document-Retention-Envelope-Purge-What-you-should-know-before-using-these-features

    Andrew Lee supported this idea  · 

  17. Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Andrew Lee supported this idea  · 

  18. CPQ calculations: Excel Formulas.

    669 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Andrew Lee supported this idea  · 

  19. Add Chinese as a Language

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

    Andrew Lee supported this idea  · 

  20. OCR capabilities

    32 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Andrew Lee supported this idea  · 
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