224 results found
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Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing
Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.
1 vote -
Ability to control recurrences of notification
control how often senders and recipients get notified about document changes
1 vote -
Send notification to recipient for declined document
The ability to send declined document notifications to CC'd recipients as well.
Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.
9 votes -
draft inline comments
Keep the inline comment draft in place until the user deletes the draft comment or otherwise confirms that it is no longer needed.
1 vote -
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)
9 votes -
2 votes
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An inbox or notification center for reviewing all documents with @name unresolved inline comment.
An inbox or notification center for reviewing all documents with @name unresolved inline comment.
4 votes -
Notifications about all document changes and updates for all recipients
Notifications about document updates for all recipients
21 votes -
Reminder Tab in left-side navigation menu
Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.
2 votes -
Personal notifications on the template/form level
manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level
3 votes -
Add a special icon for the collaborators in the "team" section.
Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."
1 vote -
Change the email and its body for the notifications sent once the collaborator is added to the account.
Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.
1 vote -
Collaborator with edit permissions access to the document's details
Give access for collaborators with edit permissions to the document's settings and so they can edit the expiration date.
1 vote -
Collect file fields notification
an email notification that an attachment is uploaded in the collect file fields.
1 vote -
Unpublish Form on the specific date
Option to make a form to be unpublished on an specific date
1 vote -
1 vote
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Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
10 votes -
1 vote
Dear Glenn,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding the extended drop-down menu with reminders and expirations! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on what exactly you'd like to see there and which options should be available for you within the drop-down.
I appreciate your time and looking forward to hearing back from you!
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Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
9 votes -
1 vote
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