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49 results found

  1. 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

  2. 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

  3. 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  · 

  4. 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  · 

  5. 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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    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

    151 votes

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

    Delay custom status

  7. 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  · 

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

    95 votes

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

  9. 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  · 
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