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16 results found

  1. choose specific time of day for document expiration

    84 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Vera Andreeva supported this idea  · 

  2. verify and change name for the signatory, if misspelled. (on a sent document)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Vera Andreeva shared this idea  · 

  3. Log in via 2FA (Two Factor Authentication) / MFA

    223 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Vera Andreeva supported this idea  · 

  4. Variables contain formulas: variable calculations

    110 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Vera Andreeva supported this idea  · 

  5. Datacenter / storage in EU

    47 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Vera Andreeva supported this idea  · 

  6. Email validation

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Vera Andreeva supported this idea  · 

  7. Forms info transfer into a contract: Update a contact with form responses

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Vera Andreeva commented  · 

    Forms info transfer into a contract
    Looking for data to pull into the Form (such as automated variables to match in contract)

  8. Pricing Table calculations: Excel Formulas.

    494 votes

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    Idea  ·  48 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Vera Andreeva supported this idea  · 

  9. [Approvals]: Make approvers user based

    58 votes

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    Idea  ·  18 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Vera Andreeva commented  · 

    approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients

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

    48 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Vera Andreeva supported this idea  · 

  11. Expiration Date via API

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Vera Andreeva supported this idea  · 

  12. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    68 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Vera Andreeva supported this idea  · 

  13. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    31 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Vera Andreeva supported this idea  · 

  14. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    44 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Vera Andreeva supported this idea  · 

  15. [Pricing Table] display Subtotal without Line Item taxes/discounts

    81 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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  16. Adding the recipient twice in the signing order.

    17 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Vera Andreeva commented  · 

    need to be able to put one and the same email to the signing order twice. This feature is most important. The President needs to review/approve and sign out a field with initials prior to final signature.