292 results found
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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docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.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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Use images in saved messages
Use images in saved messages
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
5 votes -
collaborators can see the attached files
collaborators can see the attached files with the permission to view and comment the document
2 votes -
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
27 votes -
Automation that will add collaborators to documents
This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).
2 votes -
Turn off by default the deleted documents in the reporting feature
Turn off by default the deleted documents in the reporting feature
( Include deleted documents in figures)
https://pandadoc.zendesk.com/agent/tickets/4791171 vote -
Create another Role like the Manager without the ability to add new users.
We need users to be able to look at all docs. within the workspace, but we need governance around new users.
1 vote -
Set a Document Sender per specific template: The ability to pre set a default email address per template to be sent from.
To have the ability to pre-set at the template level, a default email address from which a document would be sent.
3 votes -
Zappier: Make the information entered by clients in a text field as a variables and Pass them to Zappier.
Make the information entered by clients in a text field as a variables and Pass them to Zappier.
1 vote -
Make fields required internally (to require users to upload documents)
When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.
3 votes -
Update PandaDoc Document Status based on Salesforce Opportunity Stage
So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.
2 votes -
Disable notifications for Bulk Send and keep only for regular documents
Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.
1 vote -
Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
7 votes -
Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace
Document sequencing in a second workspace works with a shared template from first workspace
2 votes -
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 -
10 votes
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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
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