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  1. Permissions for specific documents: Private documents (Password protect documents internally)

    82 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. Make the Finish button more clear

    30 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    BJ Schlageter commented  · 

    Maybe the interface could appear "grayed out" until all requirements are satisfied.

    BJ Schlageter supported this idea  · 

  3. Make the next button more clear when completing fields and signing the document

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    BJ Schlageter supported this idea  · 

  4. Signature cannot be placed until all required fields are completed

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    BJ Schlageter supported this idea  · 

  5. When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.

    5 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Beta  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

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    BJ Schlageter commented  · 

    Customers are confused as to why our proposals can't have commas and dollar symbols. It looks unprofessional.

    BJ Schlageter supported this idea  ·