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  1. Embed the current document status within the document as a variable. [Document.status] variable / token

    6 votes

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

    Document status token

    Will allow user to add documennt status as token or merge field in the document

  2. Default Saved Message: automatically choose a saved message for a document

    22 votes

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

    Auto Pop out option for Save Messages

  3. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    103 votes

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

    Option to Download past version of the document

    Will allow the user to download past completed version of the Document

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    Paul Cedric Guevarra commented  · 

    Option to retreive the document once edited

  4. Spellchecker: Spell Check in App like Grammarly

    338 votes

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

  5. 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  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to send document on multiple recipient but will hide other email once they receive it.

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    Paul Cedric Guevarra commented  · 

    Ability to hide document recipients

  6. Move documents across workspaces and keep the statuses

    257 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Allow user to transfer document from a workspace to another

  7. Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to track or view a non recipient who access the document

    Paul Cedric Guevarra shared this idea  · 

  8. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    25 votes

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

    Option to duplicate Fields to another Template/Document

    - Will allow the user to duplicate fields to another document.

  9. Manage integrations via Integrately

    6 votes

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

  10. Downloading attachments along with the document they are attached to

    223 votes

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    41 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Option to download attached document together with the signed after the signers completing the document

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    Paul Cedric Guevarra commented  · 

    Option to include attachments when downloading a document and certificate

    Will allow the user to utilize the following options

    Option1: that party can open and view all contents and certificates but cannot download and save to their files all the respective contents.

    Option 2: i can download then send but unfortunately the download won't have the identification attached to the certificate and the receiving party may decline the request.

  11. Archive documents

    59 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Archive Folder in the Dashboard

  12. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    66 votes

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

    Option to Edit content of Form Completion Page

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    Paul Cedric Guevarra commented  · 

    Edit / adjust the message appears in the thank you page.

    Will allow users to adjust or edit the message after signer/recipient fills out a form.

  13. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    71 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Option to upload email signature to the document message

  14. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    30 votes

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

    Conditinal Logic for Variable/CRM Tokens

    - will allow the user to set if/then/else logic base on the variable details from the CRM, Eg if the token has no value it will show as blank.

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    Paul Cedric Guevarra commented  · 

    Conditional Fileds - If the field in CRM is blank it will not show up in the document.

  15. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    111 votes

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

    Option to edit the message from the Form wizard.

    Will allow the user to edit " Enter your contact information to start the signing process" to thier preferred Phrase

  16. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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

    Option to have the signature appear with a frame around it

    Paul Cedric Guevarra shared this idea  · 

  17. Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to pull a link to the document through in to the code.

    Paul Cedric Guevarra shared this idea  · 

  18. Option to add folder in the Inbox: move Inbox documents into folders

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to add folder in the Inbox.

    - Will allow the user to add folder in the Inbox to organize the messages.

  19. Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Paul Cedric Guevarra shared this idea  · 

  20. Recipients can upload visible in a document images / files

    52 votes

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

    Option to have a seperate field that will allow signer to upload pictures

    - A filed that will allow signer to add pictures, to the document.

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