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115 results found

  1. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    130 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow 2 or more signer using 1 email address

  2. Monday.com formula columns

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

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

    165 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow a user to assign 2 roles in one field [ dropdown, checkbox, and radio buttons field,etc]

  4. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

    32 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow the user to attached a document or file that will allow the recipient to access it by the pop up button

  5. Filter criteria for the dashboards view per date range

    11 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow the user to filter the dashboard have have them view the document on thier preferred year.

  6. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    60 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow the template owner or account owner admin to lock the template from other users to prevent editting and deletion.

  7. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    20 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to Move tables freely in the document

    Will allow the user to move the tables freely on the document

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    Paul Cedric Guevarra commented  · 

    Option to move the image block Freely on the document

  8. Automatic calculations in fields

    69 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Conditional formula for fields

    - Will allow to use conditional formula for fields that will works lie as excell formula

  9. One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - This feature will allow the recipient to click a Button to sign and complete the document

  10. Reminder customization: Customize the text in reminder message

    234 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Will allow the user to edit the subject of the email that is sent to the recipients.
    eg: "Reminder to sign document"

    Paul Cedric Guevarra supported this idea  · 

  11. The ability to change the name of the workspace

    14 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option for the user to Edit Company name

    - Allowing the user to edit company name

  12. Option to have a PandaDoc Lawyer to review the document before it was sent.

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
    Paul Cedric Guevarra shared this idea  · 

  13. Ability to remove Document Reference (Document-Ref) number from pages

    34 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Option to Edit Footer info like Document reference number and page number.

    - Will allow the user to edit footer content like document reference number and page number

    Paul Cedric Guevarra shared this idea  · 

  14. 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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    Paul Cedric Guevarra commented  · 

    Auto-send Document once Approved by the approver

  15. Notifications about all document changes and updates for all recipients

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    CC'd recipeint will recieve notification once the recipeints opens it everytime.

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    Paul Cedric Guevarra commented  · 

    Feature that will allow the CC recipients will receive Notification email same as the Document sender.

    - CC recipient will receive same notification like the document sender

  16. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    41 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Monday.com Integrate with Foms.

    * will allow users to integrate Forms with Monday.com

  17. Auto name Documents with tokens / Use variables in Document and Forms titles

    227 votes

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    Idea  ·  41 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    PDF download name from Variables

    - Will allow the user to use Variables as PDF names

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    Paul Cedric Guevarra commented  · 

    Option to display the name of the Signer in the Document Name.

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    Paul Cedric Guevarra commented  · 

    Option to have the title of the document is the company name once generated.

    - will allow the user to choose the title of the document.

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    Paul Cedric Guevarra commented  · 

    Option for variables to pull Contract Account Name in Salesforce and put it as template/document title in PandaDoc.

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    Paul Cedric Guevarra commented  · 

    Feature/Option that will add the name of the recipient on the document title when the recipient recieves the document

  18. Variables contain formulas: variable calculations

    93 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to put future dates in Document.createdDate variable

    - Will allow the user to set future the date on the Document.createdDate variable.

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

    116 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Variables for saved messages

    - Will allow the user to use variable on saved messages

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    Paul Cedric Guevarra commented  · 

    Option to add tag on the saved messages that will automatically fill the name of the recipient on the saved messages.

    Paul Cedric Guevarra supported this idea  · 

  20. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    17 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to hide the outline from the checkbox fieild

    - will allow the user to hide the outline from the checkbox fields

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