Settings and activity

46 results found

1. Monday.com formula columns

   16 votes

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   3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Andrew Lee supported this idea  ·  Dec 17, 2021

2. Monday.com subitem column (subitems)

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Andrew Lee supported this idea  ·  Dec 17, 2021

3. Legal Clause Deviation

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Andrew Lee supported this idea  ·  Nov 23, 2021

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

   16 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Andrew Lee supported this idea  ·  Nov 23, 2021

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

   164 votes

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   Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Andrew Lee supported this idea  ·  Nov 23, 2021

6. Self-sign notifications

   2 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Andrew Lee supported this idea  ·  Nov 23, 2021

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

   125 votes

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   Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Andrew Lee supported this idea  ·  Nov 23, 2021

8. Automating counter signing

   2 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Andrew Lee supported this idea  ·  Nov 23, 2021

9. auto-sign option

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Andrew Lee supported this idea  ·  Nov 23, 2021

10. Change Time Zone for Date Variable

    18 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Andrew Lee supported this idea  ·  Nov 23, 2021

11. Document sent variable that auto-populates

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Andrew Lee supported this idea  ·  Nov 23, 2021

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

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Andrew Lee shared this idea  ·  Oct 7, 2021

13. Scan for Automatic Renewal Date

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Andrew Lee shared this idea  ·  Oct 6, 2021

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

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Andrew Lee supported this idea  ·  Oct 6, 2021

15. Native CPQ within PandaDoc

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Andrew Lee supported this idea  ·  Oct 4, 2021

16. Repeat reminders every day (daily auto-reminders)

    15 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Andrew Lee supported this idea  ·  Oct 4, 2021

17. Renewal Reminder Customised Message

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    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Andrew Lee supported this idea  ·  Oct 4, 2021

18. Specify days and time of auto-reminders

    29 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Andrew Lee supported this idea  ·  Oct 4, 2021

19. Authentication process for approver

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Andrew Lee supported this idea  ·  Sep 30, 2021

20. Allow for KBA: Knowledge Based Authentication

    24 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Andrew Lee commented  ·  Sep 30, 2021  ·  Edit…  ·  Delete…

    Important for specific IRS forms like Form 8878

    Save Submitting...
    Andrew Lee supported this idea  ·  Sep 30, 2021