292 results found
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2 votes
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2 votes
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2 votes
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Report for documents with reminders
is it possible to have a report which documents have an reminder option on please?
2 votes -
2 votes
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2 votes
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2 votes
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2 votes
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2 votes
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2 votes
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Enable deal rooms
Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. Establish a secure and organized collaboration space for your deals — a central hub for organizing resources, sharing documents, and seamlessly collaborating and negotiating with your buyers. If you'd like to test it, reach out to our support team at support@pandadoc.com. You can also reach out to your Account Manager or Customer Success Manager if you have one.Here's where you can learn more about it - Rooms.
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Expiration reminders
Can we have a reminder option for document expiration in 7 days in addition to the current 1 day reminder? Also, can the sales rep receive these notifications as well?
1 vote -
Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document to the active workspace
Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document from another workspace into the active workspace
1 vote -
Rooms - Multi-select documents for one task
https://drive.google.com/file/d/1p6-IFYc2Vu7bQGN12wdZzTfoXdKC7RPq/view?usp=drivesdk
It would benefit to multi select several documents at the same time for a specific task.
1 vote -
Next and Previous buttons for Comments
Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.
1 vote -
QES: disable for whole account
Option to disable QES for the whole account and all workspaces at once
1 vote -
Conditional Feature that will allow the signer to view second page after signing first page
- Will allow the signer to view the next page after they sign the initial page
1 vote -
Showing changes in documents requiring approval
showing changes in documents requiring approval.
1 vote -
Bulk Send from PandaDoc Contacts List
Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.
1 vote
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