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[Comments] allow mentions for 'member' role
Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.
3 votes -
2 votes
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Adjust a payment app for documents in bulk
Should be possible to delete/add the payment method for selected documents in bulk
2 votes -
Embed Link Saved Message
Be able to embed a link in saved messages within PandaDoc
2 votes -
Removing PandaDoc signup area/button after form is signed, as it conflicts with our workflow and we lose customers
Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.
However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…
2 votes -
Make it easier to manage what cc'd recipients receive the notification email
Right now, the only way to make sure CC recipients also receive the document when sent is to move them above the signer in order. It's a bit of a convoluted process if you have multiple stakeholders on the recipients end that would like to be able to stay in the loop/ be able to push internally if it hasn't been signed off on. (I also wasn't super confident I was doing it correctly the first time)
I'd love an easier/more spelled out way of doing this (like just checking a box on the cc'd individual saying you'd like them…
2 votes -
Apply signing order to specific recipients only, while others recieve document at the same time
set the signing order for multiple recipients to get the doc at the same time and then one to get it after all those people signed
2 votes -
multiple payers can pay specified amount on one document
The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document
2 votes -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
2 votes -
Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again2 votes -
password protection for forms
Ability to turn on password protection for embedded forms without specific email signers assigned
2 votes -
swap person in signing order
If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.
2 votes -
Universal Menu Options
At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.
I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.
2 votes -
Doc forwarding : adding CC recipient
Ability to add CC recipients when a document is forwarded to the second email address.
2 votes -
ability to pass the document to On Hold status
ability to pass the document to On Hold status
2 votes -
2 votes
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Allow to edit files shared between workspaces
Edit shared via different workspaces files
2 votes -
Enable redlining for the attachments
Enable redlining not only for the document itself, but for the attachments that goes together as well.
2 votes -
Redlining - Keep the document Grand Total
Grand Total value should not disappear from a document that was subject to the redlining process
2 votes -
2 votes
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