223 results found
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Automation: select document creator when using automation to send another document
When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)
5 votes -
Make a copy of the whole folder when sharing folder with workspace
The option to make a copy of the whole folder when sharing a folder with another workspace.
4 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
16 votes -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
2 votes
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Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter1 vote -
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docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.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 -
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
5 votes -
Set a Document Sender per specific template: The ability to pre set a default email address per template to be sent from.
To have the ability to pre-set at the template level, a default email address from which a document would be sent.
3 votes -
2 votes
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Make fields required internally (to require users to upload documents)
When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.
3 votes -
Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
5 votes -
Bulk print multiple docs
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.
7 votes -
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
24 votes -
Restrict editing of blocks when Suggest Edits is turned on
When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.
Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.
3 votes -
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.
2 votes -
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 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.
3 votes
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