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51 results found

  1. Set optional items as required in pricing table (Assign a pricing table to recipient)

    72 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  2. Smart content for forms

    27 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 
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    Alma‌‌ Bailo‌ commented  · 

    Add smart content on form

  3. 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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    Alma‌‌ Bailo‌ supported this idea  · 
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    Alma‌‌ Bailo‌ commented  · 

    Customized Pandadoc Landing Page Message

  4. Disable horizontal scrolling option in mobile view / Limit scrolling sideways on documents in the app.

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Alma‌‌ Bailo‌ shared this idea  · 

  5. Archive documents

    59 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  6. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    141 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 
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    Alma‌‌ Bailo‌ commented  · 

    Additional contact fields

  7. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    150 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alma‌‌ Bailo‌ commented  · 

    Delay custom status

  8. Remove X sent you the document from the email.

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  9. Signature Certificate: Hide or Remove Information from signature certificate

    94 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  10. Avoid the verification process with micro deposit for ACH transactions

    12 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Alma‌‌ Bailo‌ commented  · 

    The customer wants his deposits to show up as pending status on his online statements or asking for an application that will show his pending deposits.

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    Alma‌‌ Bailo‌ commented  · 

    ACH automatic charge immediately

    Alma‌‌ Bailo‌ supported this idea  · 

  11. Validation signature stamps

    41 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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    Alma‌‌ Bailo‌ commented  · 

    paveltsinberg@biosero.com

    Alma‌‌ Bailo‌ supported this idea  · 
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