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51 results found

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

    68 votes

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

  2. Smart content for forms

    25 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.

    140 votes

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    32 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

    147 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

    87 votes

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    14 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

    40 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    Alma‌‌ Bailo‌ commented  · 

    paveltsinberg@biosero.com

    Alma‌‌ Bailo‌ supported this idea  · 
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