337 results found
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Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient
I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.
24 votes -
Custom Roles - Rooms-specific Settings
A possibility to restrict access permissions so that a user can only create and manage rooms.
2 votes -
Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
75 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Customizable Reminders: Custom Intervals and Duration
Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.
2 votes -
Restrict users from signing the document
We would like one account user to be able to sign the document and another to be able to send the document only
2 votes -
2 votes
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when adding a user have a dropdown to identify the team they are associated with
It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.
This would help with understanding the use case when connecting with the user for feedback.
More importantly it would help build a QBR based on the use case to steer behaviors.
Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.
10 votes -
Ability to change email background color
Ability to change the background color of the email received by the recipient
3 votes -
Ability to remove "Action required" items
Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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restrict admin from viewing documents in a workspace (IT admin role to manage licenses)
IT admin role to view and manage licenses but not see private content/documents in workspaces such as Legal and HR where security and compliance are important.
2 votes -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
2 votes -
Saved Message - eForms
Ability to use saved messages for eforms
2 votes -
change logo does not apply on embedded documents
It seems that when I change the logo, I can see inside the embedded document in the UI.
But when I change the color of the button, that doesn't apply. (In info says that is applying for buttons from email). Does it not apply to embed documents?
E.g. My button from email was changed to red, but that one from UI remains yellow.3 votes -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
9 votes -
Global setting to update all users profile images to a company logo and prevent users from updating the image.
Global admin setting to update all users profile images to the company logo and prevent users from updating the image.
They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.
Global branding for their company
2 votes -
Allow users to only view certain items (templates/ documents/ forms/ content)
Allow users to only view certain items (templates/ documents/ forms/ content)
2 votes -
Group of members (users) within the organization
For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.3 votes -
Only Admins have the ability to decline documents and not Managers
Only Admins have the ability to decline documents and not Managers
1 vote -
Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
1 vote -
European notation for numbers
I want to change the number notation in the price table.
It currently is € 12,345.00 (American notation), and we want it to be € 12.345,00 (European notation).
3 votes
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