Settings and activity

16 results found

1. Bulk Send from CRM

   25 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Mar 31, 2023

2. Outlook

   12 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Quincy Berg supported this idea  ·  Mar 17, 2023

3. Smart content for forms

   20 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Quincy Berg supported this idea  ·  Feb 10, 2023

4. Template Matching

   17 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Jan 23, 2023

5. Hubspot mobile app

   16 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Dec 27, 2022

6. CFR-11

   115 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Being evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   Quincy Berg supported this idea  ·  Dec 9, 2022

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

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   51 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  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  ·  Nov 2, 2022

8. Automatic calculations in fields

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   154 votes

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   30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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  ·  Oct 20, 2022

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

   114 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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   Quincy Berg commented  ·  Apr 19, 2022  ·  Edit…  ·  Delete…

   This is crucial for CLM workflows

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10. Accessibility: Make PandaDoc disabled accessible

    30 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  Apr 8, 2022

11. WCAG 2.0 accessibility compliance

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  Apr 8, 2022

12. Accessability of PDFs in PandaDoc

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  Apr 8, 2022

13. Make PD FedRAMP compliant

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  Apr 8, 2022

14. Approval Workflow auto-reminders

    18 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Quincy Berg shared this idea  ·  Mar 11, 2022

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

    55 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Quincy Berg supported this idea  ·  Feb 25, 2022
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    Quincy Berg commented  ·  Feb 25, 2022  ·  Edit…  ·  Delete…

    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  ·  Feb 11, 2022  ·  Edit…  ·  Delete…

    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

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16. Advanced search options/ Search within the Folder

    30 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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    Quincy Berg commented  ·  Feb 11, 2022  ·  Edit…  ·  Delete…

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

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