Settings and activity

193 results found

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

   144 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Angelica Lapat supported this idea  ·  Oct 29, 2021

2. Customize who receives email notifications

   79 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Angelica Lapat supported this idea  ·  Oct 29, 2021

3. Spellchecker: Spell Check in App like Grammarly

   326 votes

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   38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Angelica Lapat supported this idea  ·  Oct 28, 2021

4. automate the populations of data for a given contact into multiple forms (or templates) for that contact

   11 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  Oct 17, 2021

5. Set Variable formatting passed from CRM (commas in variables)

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   129 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

   Thanks for your suggestions – they're helping us make our platform better for everyone.

   Angelica Lapat supported this idea  ·  Oct 14, 2021

6. Export all documents list with statuses and other information

   18 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  Sep 14, 2021

7. [Master settings] Custom variables sharing across templates

   12 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  Sep 14, 2021

8. Close.io

   79 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.

   
   

   This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:

   • 👍 Upvote this post (if you haven’t already)
   • 💬 Leave a comment to share your needs
   • 📅 Schedule a quick call with me so we can understand your workflow better

   
   

   No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌

   Angelica Lapat supported this idea  ·  Sep 9, 2021

9. Change Default Signature Color

   49 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  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!

   Angelica Lapat supported this idea  ·  Sep 8, 2021

10. remove decline option

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  Sep 7, 2021

11. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  Sep 7, 2021

12. Variable Calculations: Basic Mathematical Operations

    64 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    An error occurred while saving the comment
    Angelica Lapat commented  ·  Sep 2, 2021  ·  Edit…  ·  Delete…

    A way to add a formula to a form, simple lookup or multiplication are two examples.

    Save Submitting...
    Angelica Lapat supported this idea  ·  Sep 2, 2021

13. option for biometric/fingerprint signature

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Angelica Lapat shared this idea  ·  Aug 18, 2021