292 results found
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Send as PDF with link to PandaDoc
Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.
3 votes -
Use images in saved messages
Use images in saved messages
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 votes
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send PandaDoc document instead of word while setting up the White labeling feature.
send PandaDoc document instead of word while setting up the White labeling feature.
1 vote -
Signing order across multiple documents
Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer
2 votes -
4 votes
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3 votes
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flag/alert/notification for when a discount is applied in a document
flag/alert/notification for when a discount is applied in a document
ex. salesperson is approving documents without reviewing the discounts applied.3 votes -
Collaborator can move a document to a folder
Ability to move a document to a folder from collaborators end.
1 vote -
Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
4 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
14 votes -
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
2 votes -
1 vote
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Customization for the "Reasons for Declining" a document.
It would be helpful for us to have customization for the "Reasons for Declining" a document. We are mostly using PandaDoc internally for approvals and the standard reasons do not apply for us, making it confusing for our approvers on which selection to make.
6 votes -
Web video chat request
The ability for a recipient to click "video contact", to contact the sender if they have questions on filling out the document. Use case: HR onboarding documents.
1 vote -
Add an attached file to saved messages
Be able to attach a PDF to a saved message, so that you can send it with every document.
4 votes -
Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
7 votes -
Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
4 votes -
4 votes
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Copy Smart content Templates between workspace
We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save
19 votes
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