5387 results found
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Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients
send doc bundles to different recipients:
Ability to send the first document to one signer/signers and then second one to others, etc
So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on12 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Recipients should be able to edit an ordinary table./ fill out the columns inside the table
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
7 votesValeryia Baranava responded
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Outlook
Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.
14 votes -
Conditional recipients
It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].
10 votes -
Restrict ability to add blocks/new content to a document
Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.
6 votes -
Improve signature forwarding
Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.
8 votes -
Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
9 votes -
Document cc notifications for end users take them to the Analytics
Users that are CC'd on a doc are not able to see the analytics when they first log in.
They are brought to the Customer interface.
To See the analytics they have to search the Doc library for the doc sent.
1 vote -
Create a Content Library Item from a Sent Document
Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.
3 votes -
Made by PandaDoc when adding the background image
There is an option to use Made by PandaDoc CL items when add a CL item or when add an image.
It would be great to add this feature when you add a background image (to use media created by PandaDoc).1 vote -
Custom Permissions for adding tags
Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.
3 votes -
Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a back-
Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.
3 votes -
Ability to suggest edits to eForms.
Ability to suggest edits to eForms.
5 votes -
1 vote
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Collaborator with edit permissions access to the document's details
Give access for collaborators with edit permissions to the document's settings and so they can edit the expiration date.
1 vote -
add image on the form link
add image on the form link
1 vote -
Send more than 10 documents in a bundle
Ability to bundle more than 10 documents in a bundle
65 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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automatically change document status to Completed
automatically change document status to Completed
10 votes -
Table of Contents for multiple documents under the one send out
It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.
5 votes -
Ability to disable the emails that are coming upon user invitation in SSO.
Ability to disable the emails that are coming upon user invitation in SSO.
4 votes
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