15 results found
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7 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Redlining. -
Proposal Consultancy & Design Services
1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
2) Proposal & Template Design Services.2 votesHi there,
Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.
If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.
We’d love to work with you to optimize PandaDoc based on your specific business needs.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Team
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Contract negotiations (native redlining) in draft mode for internal use case.
Contract negotiations (native redlining) in draft mode for internal use case.
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Removing PandaDoc signup area/button after form is signed, as it conflicts with our workflow and we lose customers
Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.
However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…
2 votesHello there,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to disable the promotional notification on the recipient's end is already available within the system. You can refer to Settings > Workspace Settings > Scroll down to Other Settings > Uncheck "Show promotional window upon document completion" > Save: https://share.getcloudapp.com/eDulGvdv
Many thanks for your time! Have a wonderful day!
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Approvals are set up on a document level
I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.
84 votes -
Multiple recipients to one signing order (groups in signing order).
Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order
31 votesHey 👋
Excited to share that non-sequential completion in the signing order has reached general availability and is now accessible to all users.
Please find more information in our help center.
We would appreciate any feedback.
Best regards,
Igor Stefaniuk
Principal Product Manager @ PandaDoc
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Native PandaDoc Redlining
Ability to redline a document without leaving pandadoc.
159 votesContract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
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swap person in signing order
If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.
2 votesHi there,
I'm happy to inform you that you can now change signers even in a sent document while keeping their place in the signing order.
Best,
Igor from PandaDoc
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Conditional Approvals for EV2
Conditional Approvals feature Parity for EV2
41 votesConditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
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53 votes
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Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ
Hi there, PandaDoc Team!
Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.
Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.
It looks like this used to be possible:
https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43
But now, once you select a source, Template is required:
https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19
Thanks, and…
1 vote -
redlining summary of changes
redlining summary of changes
7 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re happy to let you know that the feature allowing to track suggestions
in your PandaDoc documents is already available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
We are grateful for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Inline Commenting
ability to delegate tasks and collab on specific pieces of text or blocks within a document
10 votes -
BulkSend in Editor 2.0 Ev2
BulkSend in Editor 2.0
3 votes -
Send comments in bulk
Send comments in bulk
1 vote
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