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4 results found

  1. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    37 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. have more than 1 signer to use Qualified electronic signature (QES)

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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  3. Require the client to pay the down payment for the proposal to be valid

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Julie shared this idea  · 

  4. Payment reminders

    89 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Julie commented  · 

    a reminder to say: the proposal is signed, it is necessary to pay to validate the order?

    80% of the proposals are signed and then the customer does pay and he waits to see if it’s ok like that... We have to relaunch... If we raise at a time when the client has left on something else then he lets it hang... We raise again, everyone ends up annoying...

    In short, it is essential!

    Julie supported this idea  ·