284 results found
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Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
4 votes -
Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
4 votes -
Notification when the document draft is created
Notification when the new document draft is created from the template
4 votes -
Control reminders for docs created from Pipedrive deals
Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.
4 votes -
Saved Message Folder
I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.
4 votes -
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 -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
4 votes -
disable the inbox notification (red indicator)
disable the inbox notification (red indicator)
4 votes -
ability to pass the document to On Hold status
ability to pass the document to On Hold status
4 votes -
Webhook event for doc completed by all recipients
Webhook notification: document completed by all the recipients
4 votes -
4 votes
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Replying notification email
I would like the recipient reply more than one emails when replying notification email.
4 votes -
4 votes
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Internal timeline and reminders for teams collaborating on a document
Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.
4 votes -
Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
3 votes -
Customized Notifications to the Prospects
Hi, After sending the document to the receipt , I would love to send a customized notifications on particular date or frequency, or with customized comments. Currently there is only one option, the reminder will go after every 3 days, it should be customizable with the text and should allow to set based on the user wish
3 votes -
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 -
Disable notifications for Bulk Send and keep only for regular documents
Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.
3 votes -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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