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

    132 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. 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!

  2. Make the Finish button more clear

    38 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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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, Payments & Integrations  ·  Admin →
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    Early access  ·  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  ·