284 results found
-
12 votes
-
ability to migrate/transfer image library from one workspace to another (EASILY)
Would like the ability to move image library from one workspace to another easily.
They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.12 votes -
QR code for documents
Custom QR code to our documents for recipients to use.
11 votes -
Add the ability for admin to have notifications for entire workspace
Add the ability for admin to have notifications for entire workspace
11 votes -
10 votes
-
add collaborator through API while creating a document
add collaborator through API while creating a document
10 votes -
Option to have a collaborator in forms
Option to have a collaborator in forms
10 votes -
Notifications for the "collaborator"
When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.
10 votes -
Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
10 votes -
Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
9 votes -
Granular Notification Settings for Forms initiators and workflow receipients
Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.
Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?
If this is…
9 votes -
ability to copy and paste line items
the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.
9 votes -
Collaborate on Content Library Items (inline commenting and chat on Content Library items)
Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items
9 votes -
street address validation
Validation that the address is a confirmed street address
9 votes -
Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
9 votes -
Same day reminder
How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.
9 votes -
9 votes
-
email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
9 votes -
Default settings for document forwarding
Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)
9 votes -
Adjust expiration warning timeframe
Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.
9 votes
- Don't see your idea?