284 results found
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Choose Person who can Accept/Reject Suggest Edits
Customer needs a way for Legal team member that is CC'd on document to be able to approve/reject any edits suggested by recipient without having to be the sender of the document. 'Send As' feature is clunky and requires too many different procedural steps. Need a way to SELECT who will approve/reject edits and CAN be someone who is added to document and not the Sender.
1 vote -
[Redlining] Offer a way to upload the redlined DocX on behalf of the recipient
I have some recipients that don't want to upload the redlined Word document back into PandaDoc. Instead, they email the redlined document back to us. We would like a way to upload it on their behalf in the redline process. Currently, when they do this, we have to manually put all of their changes back into the document, which is time consuming. Offering a way to upload the suggested revision DocX back into PandaDoc on their behalf would save time, so it can be tracked under their suggested changes. We have a lot of lawyers that do not want to…
2 votes -
Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
3 votes -
Tagging a group in the chat or messaging in the document
When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.
2 votes -
Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
Display a pop-up letting the team know that a specific approver is in the review stage
It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.
We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.
2 votes -
Next and Previous buttons for Comments
Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.
1 vote -
Customized Notifications to the Prospects
Hi, After sending the document to the receipt , I would love to send a customized notifications on particular date or frequency, or with customized comments. Currently there is only one option, the reminder will go after every 3 days, it should be customizable with the text and should allow to set based on the user wish
3 votes -
QES: disable for whole account
Option to disable QES for the whole account and all workspaces at once
1 vote -
customize SMS verification
customize SMS verification
5 votes -
Conditional Feature that will allow the signer to view second page after signing first page
- Will allow the signer to view the next page after they sign the initial page
1 vote -
Allow Collaborators to use search function
Allow Collaborators to use the search function for documents that have been shared with them.
3 votes -
See who is included at the signing level of a document
When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.
3 votes -
Showing changes in documents requiring approval
showing changes in documents requiring approval.
2 votes -
Bulk Send from PandaDoc Contacts List
Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.
1 vote -
original sender's message to be forwarded using the email delivery method in sending the document
original sender's message to be forwarded using the email delivery method in sending the document
1 vote -
Receive a warning when you get down to the last 100 bulk sends available
warning when you get down to the last 100 bulk sends available
1 vote -
Automations: Paid status
Automations: Paid status aside from Completed and Sent statuses.
2 votes -
Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
Previously used CSV file in bulk send
Customer would like PD to remember the CSV file that they previously use before in bulk send
1 vote
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