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  1. 260 votes

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    David Finkelstein commented  · 

    This is a very much requested feature so that certain people in the organization can have an "automatically" signed document.

    David Finkelstein supported this idea  · 
  2. 271 votes

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    David Finkelstein supported this idea  · 
  3. 329 votes

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    David Finkelstein supported this idea  · 
  4. 90 votes

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    David Finkelstein supported this idea  · 
  5. 88 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!

    David Finkelstein supported this idea  · 
  6. 126 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    David Finkelstein supported this idea  · 
  7. 9 votes

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    David Finkelstein supported this idea  · 
  8. 8 votes

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  9. 23 votes

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    David Finkelstein commented  · 

    This is such a obvious feature. I cannot understand why it is not available. It's like workspaces were an afterthought.

    David Finkelstein supported this idea  · 
  10. 3 votes

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  11. 20 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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    David Finkelstein commented  · 

    This is really a critical component for anyone that is trying to use PandaDoc for securitizing documents. Without it custody transfer cannot be easily documented.

  12. 2 votes

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  13. 69 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!

  14. 5 votes

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  15. 28 votes

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    David Finkelstein commented  · 

    This is such a terrible customer experience.

    It cannot be hard to fix this.

    "When sending the completion email, if PDF flag is set include PDF otherwise just send completion email"

    David Finkelstein supported this idea  · 
  16. 23 votes

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    David Finkelstein commented  · 

    Being able to easily change the owner of a template is a significant oversight when you are trying to use APIs and share templates. Duplicating them is not really an answer because that creates tech debt that needs to be resolved.

    David Finkelstein supported this idea  · 
  17. 7 votes

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    David Finkelstein supported this idea  · 
  18. 21 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    David Finkelstein supported this idea  · 
  19. 2 votes

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    David Finkelstein supported this idea  · 
  20. 3 votes

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