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6 results found

  1. [Reporting] Salesforce dashboard

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Casey Poon supported this idea  · 

  2. Auto-reminders per recipient

    23 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Casey Poon commented  · 

    Don't want to spam my own staff with reminders, particularly when we have 80 contracts and the CEO and the Chairman are the final signers! I should be able to either not send reminders to internal staff, or set reminders per signatory

    Casey Poon supported this idea  · 

  3. Option to show the signer who completed the document in the reporting feature

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Casey Poon supported this idea  · 
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    Casey Poon commented  · 

    There are usually more than 1 party to sign a document. Having no statuses in between viewed and completed is a huge oversight.
    I want to be able to see in a report that 1 out of 4 signees have signed, or 2 out of 5 signees have signed

  4. Allow to send a document with multiple signers to send without knowing the additional signer's email

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Casey Poon commented  · 

    any updates on where this is at?

    Casey Poon supported this idea  · 

  5. to enable a client to forward the document to more than one recipient.

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Casey Poon supported this idea  · 

  6. Send documents with unassigned fields: No need to assign fields

    58 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update related to your request to have the ability to send documents with unassigned fields. After careful consideration and further analysis, we have adjusted its status to "Being Evaluated."

    This change allows us to further explore the feasibility and impact of this enhancement, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding and patience as we take the time to thoroughly evaluate this potential improvement. Your feedback is invaluable to us, and we're committed to keeping you informed on our progress.

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    Casey Poon commented  · 

    Government bureaucracy means that documents will be forwarded many times. Any updates on where this is at?

    Casey Poon supported this idea  ·