221 results found
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See the document recipients in the email notification
Is there a way to see all recipients in my email... as part of the email that comes from you guys?
7 votes -
Declined Document Notifications
notifications should be sent to everyone who was signed/received the document
7 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.
7 votes -
Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
6 votes -
Share Templates Across Accounts
Ability to share templates across accounts, not just workspaces.
6 votes -
Use images in saved messages
Use images in saved messages
6 votes -
Ability to follow a document status for non-participants via notifications: Ability to enable notifications on a document for non-senders
Allow non-document participants to follow a document's status progress without the need of being CC'd.
6 votes -
Reminders that can be sent to non-signers
Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.
6 votes -
Automatically replace the content of a document with the file attached via manual "Change status" window
At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded
6 votes -
Recipient: notifications
Choose the person who will receive notifications to join ws via internal link so not all admins receive them.
6 votes -
General sharing link for a proposal
I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)
I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!
6 votes -
Template Privileges
The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template
6 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)
6 votes -
6 votes
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[Master settings] Autoreminders enablement
The option to implement auto-reminders to all the templates and documents created before the option is enabled.
6 votes -
Download / export or share Audit Trail via link
Option to users access audit trail using link.
5 votes -
White label email for reminders as well (not just initial email and expiration email)
White label email for reminders as well (not just initial email and expiration email)
5 votes -
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.
5 votes -
Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.
Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.
5 votes -
Bulk Send settings
Have expiration/reminder settings on a template which is used in Bulk Send to remain
5 votes
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