240 results found
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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.
7 votes -
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Option to make a form to be unpublished on an specific date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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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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1 vote
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Send reminder from document view
A button on the document board to easily send reminders
2 votes -
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.
8 votes -
Provide suggested edits notification to the person the document was sent on behalf of
This would be particularly useful when sending contracting documents on behalf of our legal counsel.
1 vote -
1 vote
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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
2 votes -
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?
8 votes -
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
2 votes -
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.
5 votes -
Allow other people besides The document owner to receive renewal notification emails
Allow other people besides The document owner to receive renewal notification emails
17 votes -
Scan for Automatic Renewal Date
Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.
2 votes -
Notification once a user turns off the Email Attachment
Notification once a user turns off the Email Attachment.
1 vote -
inline comments: comment on a cell, text box, or section
would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section
1 vote -
1 vote
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Sender notification when document is printed / downloading
notification if the User/Sender can be notified if the recipient prints out the document?
8 votes
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