Settings and activity

132 results found

1. Smart Content based on Pricing table values

   16 votes

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   4 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  February 09, 2023

2. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

   7 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) commented  ·  January 31, 2023  ·  Edit…  ·  Delete…

   During Bulk Send, the import file can contain recipient and custom variables, but fillable-fields (role-assigned fields) are not currently supported. Expand the import process by supporting any fillable-field, using the "merge field name" as the reference for matching the data into the appropriate field.

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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  January 31, 2023

3. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  January 31, 2023

4. Add additional Signature type of "click-wrap"

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) shared this idea  ·  January 29, 2023

5. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

   17 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  January 29, 2023

6. Option to download PDFs in PDFA format

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) shared this idea  ·  January 25, 2023

7. Expiration Date via API

   24 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) commented  ·  January 25, 2023  ·  Edit…  ·  Delete…

   merge with https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/42541015-extend-the-expiration-time-of-a-document-once-it-h

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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  December 04, 2022

8. choose specific time of day for document expiration

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   84 votes

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   Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  January 25, 2023

9. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

   155 votes

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   Idea  ·  29 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  January 24, 2023

10. Page number visible in web version

    151 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  January 24, 2023

11. Allow all compatible objects/tables for linked-objects

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  ·  January 24, 2023

12. Option to set up recipient authentication via API

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  January 09, 2023

13. Option to use sms verification trough Zapier or API.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  January 09, 2023

14. Automations for Monday CRM.

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  January 09, 2023

15. consent for electronic signature

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  ·  January 08, 2023  ·  Edit…  ·  Delete…

    PandaDoc actually provides a consent step during the signing process.

    see the following related idea, that would allow for some sort of customization of the consent wording:

    https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45851758-custom-consumer-consent-wording-when-collecting-si

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16. Add QES toggle setting to Templates

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  ·  December 27, 2022

17. Add QES toggle as input parameter to the SEND endpoint

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  ·  December 27, 2022

18. Images passed from Salesforce to pricing tables

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  December 21, 2022

19. Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.

    22 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Catalog  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  ·  December 20, 2022

20. SMS Verification for API Created Docs

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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    AdminAnonymous (Admin, PandaDoc) commented  ·  December 09, 2022  ·  Edit…  ·  Delete…

    QES Compliance is critical ("required") for some of our customers, and those customers are also likely to be using our APIs to generate Documents.

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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 15, 2022