281 results found
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Allow Collaborators to use search function
Allow Collaborators to use the search function for documents that have been shared with them.
3 votes -
See who is included at the signing level of a document
When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.
3 votes -
Bulk Send from PandaDoc Contacts List
Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.
1 vote -
original sender's message to be forwarded using the email delivery method in sending the document
original sender's message to be forwarded using the email delivery method in sending the document
1 vote -
Receive a warning when you get down to the last 100 bulk sends available
warning when you get down to the last 100 bulk sends available
1 vote -
Automations: Paid status
Automations: Paid status aside from Completed and Sent statuses.
2 votes -
Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
Previously used CSV file in bulk send
Customer would like PD to remember the CSV file that they previously use before in bulk send
1 vote -
1 vote
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sign with an Apple pencil
sign with an Apple pencil
1 vote -
The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
2 votes -
Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
3 votes -
Automation: select document creator when using automation to send another document
When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)
6 votes -
Make a copy of the whole folder when sharing folder with workspace
The option to make a copy of the whole folder when sharing a folder with another workspace.
4 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
16 votes -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
2 votes
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Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter2 votes -
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 -
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
5 votes
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