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13 results found

  1. Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Quincy Berg supported this idea  · 

  2. Outlook

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Quincy Berg supported this idea  · 

  3. Smart content for forms

    24 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Quincy Berg supported this idea  · 

  4. Template Matching

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Quincy Berg supported this idea  · 

  5. Hubspot mobile app

    16 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Quincy Berg supported this idea  · 

  6. CFR-11

    117 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Quincy Berg supported this idea  · 

  7. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    57 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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!

    Quincy Berg supported this idea  · 

  8. Automatic calculations in fields

    171 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

    Quincy Berg supported this idea  · 

  9. Ability to turn off specific notification emails sent to recipients.

    118 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Quincy Berg commented  · 

    This is crucial for CLM workflows

  10. Make PD FedRAMP compliant

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Quincy Berg supported this idea  · 

  11. Approval Workflow auto-reminders

    20 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Quincy Berg shared this idea  · 

  12. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    58 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Quincy Berg supported this idea  · 
    An error occurred while saving the comment
    Quincy Berg commented  · 

    One person can sign in multiple places in the signing order. Right now PandaDoc doesn't allow you to place one email in multiple signing order positions, the signing order breaks

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    Quincy Berg commented  · 

    if you use the gmail trick where you add +1 to the end of someones email that is an ok workaround but the signature certificate doesn't hold a proper audit trail

  13. Advanced search options/ Search within the Folder

    34 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Quincy Berg commented  · 

    helpful for searching for specific phrases in documents as opposed to just one word at a time