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21 results found

  1. Download Chat / Private Message transcript

    14 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Aimee Baxter commented  · 

    This is key to document any conversations related to contracts or agreements. Ideally, the chat could be an option to be added to the PDF attachment.

    Aimee Baxter supported this idea  · 

  2. Date Format with month fully written: January 19, 2021

    27 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Aimee Baxter commented  · 

    We work with international students. I think having the full name is a better method of communicating

  3. Restrict downloading a PDF of a Form for recipients

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Aimee Baxter commented  · 

    We have templates where sensitive information is gathered and we cannot use the masked field, because we need the final PDF to show the information. We would like to restrict the ability for the signers in the workflow to download the document and keep this sensitive information in their own records. Also, it makes more sense if one sets to restrict downloading for the template, that this would carry over to the FORM....

    Aimee Baxter supported this idea  · 

  4. Smart content for forms

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  5. Forms - Emails sent

    14 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  6. Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  7. text next to radio buttons

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Aimee Baxter supported this idea  · 

  8. Granular Notification Settings for Forms initiators and workflow receipients

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Aimee Baxter shared this idea  · 

  9. Notifications settings from documents created from Forms to be separated from the notifications for the regular documents

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Aimee Baxter supported this idea  · 

  10. Customize who receives email notifications

    31 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Aimee Baxter supported this idea  · 

  11. Forms Notifications

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Aimee Baxter supported this idea  · 

  12. Notifications for all users

    40 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Aimee Baxter supported this idea  · 

  13. Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)

    21 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  14. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    642 votes

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    In development  ·  65 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Aimee Baxter supported this idea  · 

  15. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    56 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Aimee Baxter supported this idea  · 

  16. Match completed email with attachment to come from the eform or template owner

    1 vote

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Aimee Baxter shared this idea  · 

  17. Ability to configure Form notification emails / Turn off or Customize Form submitted email

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Aimee Baxter shared this idea  · 

  18. Disable CAPTCHA (verification) for Forms

    22 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  19. End users can not re-start a form if there’s an existing open document for that form.

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  20. Turn off auto fields snap / auto-aligning fields

    72 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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