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19 results found

  1. Ability to reorder user list within a workspace

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) shared this idea  · 

  2. hide certain users from the list of users in a workspace

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) shared this idea  · 

  3. Disable option "send document" via app (leave only share via link)

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 

  4. Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    516 votes

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    Idea  ·  45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    The ability to populate today's date in a token

  5. Notification for signed but did not hit the Finish button

    14 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 

  6. Select the type of the files format the recipients can upload

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 

  7. Detailed reporting

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    1. Number of Docs that have different Creator & Signer (Xero Signatory)
    2. List of Docs grouped by Signer (Xero Signatory)

  8. Ability to set an expiration date for the document for "today/by the end of the day".

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 

  9. More filters for documents

    13 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  10. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    the name of the document created from an opportunity in sfdc includes the template name + customer name

  11. Mask content: Hide Information Until Recipient's Mouse Hovers Over It

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to hide information until the user hovers their mouse over it

  12. [Bulk actions] Ability multiselect for blocks and fields (for copy-paste)

    217 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to drag and drop multiple fields at one time.

  13. Bulk send email design

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to add a custom subject line when using the bulk send feature.

  14. Approvals are set up on a document level

    68 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When you create a document from a template, the approver on the template level is inherited. It would be nice to be able to create a document from a template and at this point get to choose who the document approver is. This way you don't need to keep changing the approver on the template level.

  15. Turn off auto fields snap / auto-aligning fields

    62 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Allow fields to remain in a fixed position within a table. If a row is removed or added to a table, it would be preferred that the fields remain in the section within the table

  16. Modify Dashboard: create filters, hide statuses

    171 votes

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    On roadmap  ·  17 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    be able to delete tiles from dashboard

  17. Set client's default email subject (automatic subject)

    54 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When using "Saved Messages" the "Message Title" should be the "subject" in the sent PandaDoc document

  18. Change account timezone within the system

    56 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When Exporting Report CSV, allow for time zone changes. Right now, it captures UTC time, but this is inconvenient for someone on US EST.

  19. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    120 votes

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    Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to send a document to 2 users that share an email