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50 results found

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

    75 votes

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

  2. Smart content for forms

    27 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    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)

    67 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Alma‌‌ Bailo‌ supported this idea  · 
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    Alma‌‌ Bailo‌ commented  · 

    Customized Pandadoc Landing Page Message

  4. Archive documents

    59 votes

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

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

    144 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    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.

    Alma‌‌ Bailo‌ supported this idea  · 
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    Alma‌‌ Bailo‌ commented  · 

    Additional contact fields

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

    153 votes

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

    Delay custom status

  7. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    379 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.

    Here's how it works:

    1. Open a sent document.

    2. Navigate to the settings of a recipient who hasn’t signed the document yet.

    3. Click the action button:

    – "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).

    – "Change signer" to reassign fields to another signer.

    – "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.

    For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.

    Thank you,

    Igor Stefaniuk | Principal Product Manager

    Alma‌‌ Bailo‌ supported this idea  · 
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    Alma‌‌ Bailo‌ commented  · 

    Signature work around by not using the edit document

  8. Ability to change the date format for variables

    416 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

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    Alma‌‌ Bailo‌ commented  · 

    change the format of the date when document creation is started through hubspot into pandadoc

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

    101 votes

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

  10. Validation signature stamps

    41 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    An error occurred while saving the comment
    Alma‌‌ Bailo‌ commented  · 

    paveltsinberg@biosero.com

    Alma‌‌ Bailo‌ supported this idea  · 
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