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  1. 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  · 

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

    30 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)

  3. 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  · 

  4. 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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  5. 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

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

    13 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

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

    79 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

  8. [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.

  9. 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.

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

    138 votes

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    30 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

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

    99 votes

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    11 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

  12. Change account timezone within the system

    83 votes

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    11 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.

  13. 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.

    273 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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