280 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)
5 votes -
QES: disable for whole account
Option to disable QES for the whole account and all workspaces at once
1 vote -
Automations: Paid status
Automations: Paid status aside from Completed and Sent statuses.
2 votes -
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 -
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.
4 votes -
original sender's message to be forwarded using the email delivery method in sending the document
original sender's message to be forwarded using the email delivery method in sending the document
1 vote -
See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
24 votes -
Receive a warning when you get down to the last 100 bulk sends available
warning when you get down to the last 100 bulk sends available
1 vote -
Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
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 -
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
2 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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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
4 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
31 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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sign with an Apple pencil
sign with an Apple pencil
1 vote -
Bulk print multiple docs
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.
7 votes -
2 votes
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Auto-Reminders For Bulk Send
Set auto-reminder in one go for documents that have already been sent by bulk.
28 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
17 votes
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