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  1. Save signature created in PD as PNG

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  2. Do not automatically add the recipients in contacts

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) shared this idea  · 

  3. Signature setting per user

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    The signature fields should not capture email addresses just because there's no first name and last name of the recipients

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  4. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  5. Allow to use templates from different workspace in HubSpot without switching workspaces

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Allow Hubspot Automation works in Multiple Workspace.

  6. Ability to embed fields in the downloaded PDF

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) shared this idea  · 

  7. Automatic calculations in fields

    141 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  8. Display "send reminder" action in Audit trail

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Show the reminder history in Audit Trail.

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  9. Ability to customize system variables like the document reference number

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Ability to modify system variables.

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  10. Filter manually completed documents via API call

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Ability to filter manually completed documents and attachments in reporting feature.

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  11. multiple renewal reminders

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Additionally, allow to set renewals in bulk.

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  12. The ability to change the name of the workspace

    26 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    ability to change workspace name

  13. Disable Document Sent for CC'd Recipients

    28 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  14. Pass product description from Pipedrive to PandaDoc pricing table

    32 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  15. Multiple selection for radio buttons

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Please allow multi-selection in radio buttons.

  16. Allow Bulk Send to send multiple documents to the same email

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Allow bulk send to send documents to same email address

  17. webhook trigger for completed and expired documents

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Needs a way to trigger a webhook when someone watches a document after it's completed.

  18. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    23 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Ability to transfer data from fields and variables from one document/template to another. Allowing as well to be able to export data from fields and variables as csv.

  19. Slack Channels - Receive Pandadoc Notifications.

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Slack notifications for document signers

  20. Ability to follow a document status for non-participants via notifications: Ability to enable notifications on a document for non-senders

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Have the other members of the team received a notification once the receiver signed the specific document

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