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1 vote
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See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
1 vote -
Add smart content to tables
Ability to add smart content blocks in tables and pricing tables
1 vote -
4 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.
1 vote -
transfer product catalog from one account to another
transfer product catalog from one account to another
1 vote -
Notify the other participants within an approver group when one person approves a document
Currently when there's an approver group on a document with multiple participants, it would be useful to have a notification sent out via email to the other approvers in that group when one of the participants approves the document, so that other approvers know that it has already been approved. Currently, the notification only is sent out to the document sender when it has been approved.
1 vote -
Ability to invite users into multiple workspaces at once.
For accounts with multiple workspaces and larger teams, it would be convenient to be able to be able to invite users into multiple workspaces all at once, rather than needing to invite them individually.
1 vote -
Send as PDF with link to PandaDoc
Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.
2 votes -
link from the PDF would automatically be emailed to them if clicked
Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.
2 votes -
Paid Status Reflected in Document
Have Paid status be reflected within the document/invoice itself, not just the status
1 vote -
to be able to changed documents under APPROVED status to COMPLETED even without sending it
To be able to changed the status of a document that has an APPROVED status to COMPLETED even without sending it. The document just needs to be approved by the approver then change the document to completed.
1 vote -
Signing order for CC recipients: CC person view first then only the signer recipients need to sign
Signing order for both for CC recipients and signers
1 vote -
Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
2 votes -
1 vote
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Automations: save PDF of the document to Desktop
Option to set up the automation to save PDF to a folder like Desktop on your local PC
1 vote -
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 -
1 vote
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Accept Variables with Blank Value in Smart Content
The functionality to see a variable has a value or is blank within a smart content block
1 vote -
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
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