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92 results found

  1. Detailed reporting: Date Filter, Content Library, Upcoming Renewals

    29 votes

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    Idea  ·  4 comments  ·  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)

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

    13 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  · 

  3. More filters for documents

    15 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  4. 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 » 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

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

    10 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

  6. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    78 votes

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

    An email notification that is sent when a document is about to expire.

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Alert the sender to send a new document to the recipient once the original docs terms and conditions are about to expire

  7. [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.

  8. Field with tokens (like Ev1)

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to pull in variables from Pipedrive using a text field like you can in EV1.

  9. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    136 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to add a contact photo to Contacts in PD Contacts that do not have a PandaDoc account

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

    97 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Unfortunately 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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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

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

  11. Change account timezone within the system

    80 votes

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    9 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.

  12. 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.

    269 votes

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    49 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

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