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14 results found

  1. Change Status of Multiple Documents at Once

    29 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Lena Panfilenko commented  · 

    mass expire documents

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

    177 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Lena Panfilenko commented  · 

    I wish I could create a doc with 2 signatures but have only 1 signer completed all required fields without allocating them, so one signer can complete fields, then both sign

  3. Text around fields format to match the length of the info entered

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Lena Panfilenko commented  · 

    The font does not scale according to the size of the date field

  4. Spellchecker: Spell Check in App like Grammarly

    184 votes

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    Idea  ·  20 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Lena Panfilenko commented  · 

    in-built PandaDoc spell checker

  5. Signature settings for specific documents

    22 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Lena Panfilenko commented  · 

    To disable the type function in the signature field, so that the recipient could draw only

  6. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    89 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Lena Panfilenko commented  · 

    Hide CC'ed recipients in Zendesk Sell

  7. Permissions for specific documents: Private documents (Password protect documents internally)

    89 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Lena Panfilenko commented  · 

    Restrict access for team members (admins, managers) to separate documents

  8. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    352 votes

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    61 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Lena Panfilenko commented  · 

    change the pricing tables so that we don't have decimals

  9. [Approvals]: Make approvers user based

    54 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Lena Panfilenko commented  · 

    We are wondering if it's possible to have his documents only with a signing order for his manager to approve? So each time this one person creates a document it would first go to the manager for approval automatically.

  10. Conditional discount (amount)

    36 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Lena Panfilenko commented  · 

    To have a function to set a discount to be added only when someone has checked off all optional items

  11. Send the document automatically after approval

    36 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Lena Panfilenko commented  · 

    Automatically send the doc after it's approved

  12. ZIP code UK format or International

    7 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Lena Panfilenko commented  · 

    We have a client from Canada where their postal code have letters. However the field selected as postal code, only allows numbers, would be nice to have a third option(USA, USA +4 and a new one USA +4 and letters)

  13. Fields sync back to Salesforce

    38 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Lena Panfilenko commented  · 

    I would like to have a way to take the data collated within the PandaDoc and transfer to Salesforce. I want to create a PandaDoc for our clients to fill out everytime they have a fault with their cameras for example.

    The end client will answer some questions on this pandadoc.... fault info, model number, client reference etc.

    i would then like these answers to populate into saleforce to create a job for us to resolve

  14. Removing fields when a role is removed or unassigned / remove fields in bulk

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Lena Panfilenko commented  · 

    Would be good to have a bulk way to remove all the signature fields for a particular signer.