230 results found
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flag/alert/notification for when a discount is applied in a document
flag/alert/notification for when a discount is applied in a document
ex. salesperson is approving documents without reviewing the discounts applied.3 votes -
Conditional Status Change
Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires
3 votes -
Report for viewed documents
a way to download all the emails for the people that only viewed my template
3 votes -
3 votes
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3 votes
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Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
3 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 -
Form reminder
Be able to send a reminder to fill out a form.
3 votes -
3 votes
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Expiration settings on the sent document
Availability to enable/disable "warning email" under expiration settings on the sent document
3 votes -
3 votes
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PDF attachment restriction
Make available PDFs more than 25 MB be attached to the notification and delivered to the client.
3 votes -
3 votes
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Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message
3 votes -
[Comments] allow mentions for 'member' role
Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.
3 votes -
download the PDF of the template with CSV added, for bulk send
download the PDF of the template with CSV added, for bulk send
2 votes -
2 votes
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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
2 votes -
2 votes
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Include all users in the Leaderboard
Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.
2 votes
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