232 results found
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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docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.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 -
Print multiple completed docs directly from documents screen
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually. The docs could maybe be combined into a single PDF temporarily just for printing purposes.
1 vote -
filter by document name in the Reporting feature
filter by document name in the Reporting feature
1 vote -
WebForm Capability
Having the ability to utilize a created form/template on a web browser. We have several forms we use that need to route to different people pending who starts the form - would be nice to be able to have the option for 'if this, then that' and available on our internal webpage for usage.
1 vote -
1 vote
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for the creator license to not be able to to edit the signing order in the document
for the creator license to not be able to to edit the signing order in the document
1 vote -
1 vote
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send PandaDoc document instead of word while setting up the White labeling feature.
send PandaDoc document instead of word while setting up the White labeling feature.
1 vote -
Collaborator can move a document to a folder
Ability to move a document to a folder from collaborators end.
1 vote -
1 vote
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Web video chat request
The ability for a recipient to click "video contact", to contact the sender if they have questions on filling out the document. Use case: HR onboarding documents.
1 vote -
Reducing Input Lag while Typing in Boxes
There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.
While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.
Thanks
1 vote -
Keep Comments on Document after editing
Keep comments after moving a document from sent to draft status.
1 vote -
1 vote
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1 vote
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Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing
Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.
1 vote -
draft inline comments
Keep the inline comment draft in place until the user deletes the draft comment or otherwise confirms that it is no longer needed.
1 vote -
1 vote
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Add a special icon for the collaborators in the "team" section.
Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."
1 vote -
Change the email and its body for the notifications sent once the collaborator is added to the account.
Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.
1 vote
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