224 results found
-
1 vote
-
Have a "DONE" button on the clients side after they complete their suggestions.
It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.
This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.
6 votes -
Notification when the document draft is created
Notification when the new document draft is created from the template
4 votes -
for the creator license to not be able to to edit the signing order in the document
for the creator license to not be able to to edit the signing order in the document
1 vote -
Conditional Status Change
Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires
3 votes -
Report for viewed documents
a way to download all the emails for the people that only viewed my template
3 votes -
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
2 votes -
1 vote
-
4 votes
-
10 votes
-
Disable option "send document" via app (leave only share via link)
disable option "send document" via app
(leave only share via link)9 votes -
ability to copy and paste line items
the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.
9 votes -
Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
5 votes -
send PandaDoc document instead of word while setting up the White labeling feature.
send PandaDoc document instead of word while setting up the White labeling feature.
1 vote -
Notification for signed but did not hit the Finish button
Notification for signed but did not hit the Finish button
23 votes -
Reminders that can be sent to non-signers
Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.
8 votes -
Collaborate on Content Library Items (inline commenting and chat on Content Library items)
Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items
9 votes -
Collaborator can move a document to a folder
Ability to move a document to a folder from collaborators end.
1 vote -
White label email for reminders as well (not just initial email and expiration email)
White label email for reminders as well (not just initial email and expiration email)
5 votes -
Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 votes
- Don't see your idea?