240 results found
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PrintDriver
It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.
1 vote -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
3 votes -
Collaborative Version History: if someone made a revision on a template
An updated version of the version history where it shows all the users who made changes in a file.
5 votes -
conditional signatures
to be able to automatically assign a designated email to a role based on specific rules
1 vote -
zoom - Ability to change workspaces within Zoom/PandaDoc App
Ability to change workspaces within Zoom/PandaDoc App.
This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
Ex:
New hire completing documents for HR then IT.
CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.1 vote -
Expiration settings on the sent document
Availability to enable/disable "warning email" under expiration settings on the sent document
3 votes -
General sharing link for a proposal
I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)
I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!
6 votes -
Same day reminder
How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.
9 votes -
Template Privileges
The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template
6 votes -
ability to pass the document to On Hold status
ability to pass the document to On Hold status
4 votes -
3 votes
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More particular chat functionality ie: ability to chat on on section vs inline commenting
Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.
1 vote -
disable the inbox notification (red indicator)
disable the inbox notification (red indicator)
3 votes -
Allow limiting of invite
Limit invite feature on documents, so recipients can't invite to collaborate.
2 votes -
6 votes
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Form reminder
Be able to send a reminder to fill out a form.
2 votes -
Auto-reminders per recipient
Be able to set up auto-reminders per signer, not only per document
23 votes -
native text messaging
native text messaging.
2 votes -
1 vote
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Pop up notification for admin for all users
Would like to have the capability of an admin to notify all users of announcements.
Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.
Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.1 vote
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