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  1. 2 votes

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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 
  2. 2 votes

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  3. 1 vote

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  4. 2 votes

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  5. 61 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    To be able to do a simple calculation in template like [Terms]*[MonthlyAmount] into a single new variable called [TotalContractAmount]

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  6. 1 vote

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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 
  7. 133 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Contain Characters within the text field box allotted for signers to fill up so it would not overlap the entire page covering the rest of the content

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  8. 7 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    It would be great if we can show (in a separate field / Owner field or a custom one) who sent the document instead of just showing created by since we know that the account who connected the integration shows as the created by field

  9. 8 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Option for the recipient to see the expired document in the view-only mode so they can reach out back and continue signing (currently, the recipient will not be able to check the expired document)

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  10. 3 votes

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  11. 75 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    It is also crucial for an option to have the approver receive notification on the status of those documents he approved

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  12. 1 vote

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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Hello Team - Please see if we could implement the following request while Rooms is in Beta

  13. 240 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    It's nice to have a formatting aligned with MS documents as it is widely used and not all our customers are PD users

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  14. 334 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Its nice to have this feature in case there is a need to extend and upcoming expiry document

  15. 24 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    By Customer:

    Hoping this feature can be activated. It's not very user-friendly to have envelopes that appear to have been sent successfully only to learn we missed an email that it failed, and the envelope doesn’t say it failed. We are an insurance company, and these signatures are very important to our bottom line. A missed signature on our part is very costly claims-wise and lawsuit-wise.

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    possibility to also mark the envelope in Panda Doc as a failed email

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  16. 178 votes

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    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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    AdminAnonymous (Admin, PandaDoc) commented  · 

    It would be great to have a feature where users can only see a specific folder (Display contents of a particular folder) instead of showing all the templates. This feature will limit users from having access to restricted templates.

    Please also enable this feature for CRM's

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  17. 23 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Ensure that Finish has not been clicked when client closes after signing

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  18. 7 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    As of now, we can only attach PDF to the object Opportunity, it would be helpful if we could also have a trigger to attach completed PDF to the Accounts Record section

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  19. 4 votes

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  20. 4 votes

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    AdminAnonymous (Admin, PandaDoc) shared this idea  ·