241 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 -
4 votes
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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 -
9 votes
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Restrict editing of blocks when Suggest Edits is turned on
When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.
Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.
3 votes -
Include all users in the Leaderboard
Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.
2 votes -
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 -
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 -
Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
4 votes -
Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]
route notifications to another person
4 votes -
improved collaborators feature: track changes
show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits
7 votes -
1 vote
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add collaborator through API while creating a document
add collaborator through API while creating a document
8 votes -
Ability to follow a document status for non-participants via notifications: Ability to enable notifications on a document for non-senders
Allow non-document participants to follow a document's status progress without the need of being CC'd.
6 votes -
3 votes
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Download / export or share Audit Trail via link
Option to users access audit trail using link.
5 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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Granular Notification Settings for Forms initiators and workflow receipients
Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.
Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?
If this is…
9 votes -
Print multiple completed docs directly from documents screen
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. The docs could maybe be combined into a single PDF temporarily just for printing purposes.
1 vote
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