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6 results found

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

    141 votes

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    29 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

    303 votes

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    17 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

    106 votes

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    21 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

    122 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    JUAPI Energy supported this idea  · 

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

    116 votes

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    14 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

    94 votes

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