292 results found

1. Internal timeline and reminders for teams collaborating on a document

   Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

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2. External Collaboration Feature

   External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

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3. Have a "send reminder" PandaDoc API call.
   16 votes

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4. Additional notification settings for recipients
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5. Remove images from email notifications

   Delete images in notification emails sent from PandaDoc such as the profile image, little arrow on the forward box, and the company logo image.

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6. Redlining - Keep the document Grand Total

   Grand Total value should not disappear from a document that was subject to the redlining process

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7. Share a document link omitting the step of adding a recipient's email

   My client does not have an email address. Is there any way I can send her a link for her to sign?

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8. Declined Document Notifications

   notifications should be sent to everyone who was signed/received the document

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9. Block the default email notification with final copy for a specific user
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10. Self-sign notifications

    Ability to toggle the self-sign notifications off when sending the document

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11. Viewed Notifications Emails from Client Views Only

    Viewed Notifications Emails from Client Views Only

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12. Send a notification when PandaDoc account is disconnected from Salesforce
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13. Option to set up automatic reminders by selecting a user of the account

    having an option to set up autoreminders for all the documents created by a particular user of the account

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14. bulk-sent documents should inherit the source template reminders' setups

    bulk-sent documents should inherit the source template reminders' setups

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15. Non-licensed user receive viewed notifications

    Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

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16. Mentions within Comments

    the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

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17. Notification when you force Send a Reminder
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18. Notification only to a Specific Template/Document
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19. Refrain video attachment in document to be downloaded or shared by the recipient
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20. Bulk sending of multiple documents via link sharing
    13 votes

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