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6 results found

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

    152 votes

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    32 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

    354 votes

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    26 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

    127 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

    JUAPI Energy supported this idea  · 

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

    144 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    JUAPI Energy supported this idea  · 

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

    132 votes

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    16 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

    99 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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