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6 results found

  1. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    145 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    JUAPI Energy commented  · 

    This is extremely important!

    JUAPI Energy supported this idea  · 

  2. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    323 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    JUAPI Energy supported this idea  · 

  3. choose specific time of day for document expiration

    109 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    JUAPI Energy supported this idea  · 

  4. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    132 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  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!

    JUAPI Energy supported this idea  · 

  5. Set Variable formatting passed from CRM (commas in variables)

    123 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    JUAPI Energy supported this idea  · 
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    JUAPI Energy commented  · 

    Ability to format all the variables. For example: a number variable that is formatted into currency with decimals and commas.

  6. Combine/Merge Templates & Documents

    95 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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