294 results found
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Automation: select document creator when using automation to send another document
When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)
2 votes -
Previously used CSV file in bulk send
Customer would like PD to remember the CSV file that they previously use before in bulk send
1 vote -
Make a copy of the whole folder when sharing folder with workspace
The option to make a copy of the whole folder when sharing a folder with another workspace.
3 votes -
Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
2 votes -
1 vote
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download the PDF of the template with CSV added, for bulk send
download the PDF of the template with CSV added, for bulk send
2 votes -
sign with an Apple pencil
sign with an Apple pencil
1 vote -
See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
15 votes -
The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
1 vote -
2 votes
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Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
6 votes -
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
2 votes -
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
18 votes -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
Auto-Reminders For Bulk Send
Set auto-reminder in one go for documents that have already been sent by bulk.
22 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
14 votes -
1 vote
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Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter1 vote -
Webhook fire on document name changes
It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.
1 vote -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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