Settings and activity
29 results found
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29 votes
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13 votes
An error occurred while saving the comment AdminJoan Nocon (Admin, PandaDoc) commented
We wish there was a way to see internal notes on the documents, things the customer will not be able to see, but on the document itself.
For example, information will be seen internally only like a pricing breakdown for all of the 3rd party offerings and then the customer will get to see only the final cost without the breakdown.
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44 votes
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!
An error occurred while saving the comment AdminJoan Nocon (Admin, PandaDoc) commented
Add feature to set form preferences to allow only one response per unique email address. Have a feature to prevent clients from inadvertently starting more than one instance of the same form. Or, if multiple instances of the form have been generated, PandaDoc should be able to purge duplicate instances once one has been completed. Currently, even if one of the forms has been completed, PandaDoc continues to send reminders because of the duplicate forms generated.
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276 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment AdminJoan Nocon (Admin, PandaDoc) commented
Allow more than one recipient/signatory to have the same email address as in the case of couples
AdminJoan Nocon (Admin, PandaDoc) supported this idea ·
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6 votes
AdminJoan Nocon (Admin, PandaDoc) shared this idea ·
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14 votes
AdminJoan Nocon (Admin, PandaDoc) supported this idea ·
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17 votes
AdminJoan Nocon (Admin, PandaDoc) supported this idea ·
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69 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment AdminJoan Nocon (Admin, PandaDoc) commented
A common use case in our system would be when a company hires a bunch of new people and the admin in LTSE Equity goes to issue them all their stock options, and a signatory in the company has to sign all those. They don't really need to read all of them because they're all the same paperwork.
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43 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
AdminJoan Nocon (Admin, PandaDoc) supported this idea ·
We're looking for an RFP response capability. Potential clients sends us surveys in their own formats to see if we're a good fit. We need a tool that can recognize commonly asked questions and automatically put our answer to those questions.