207 results found
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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.
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 -
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 -
6 votes
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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 -
Use images in saved messages
Use images in saved messages
5 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.
5 votes -
Download / export or share Audit Trail via link
Option to users access audit trail using link.
5 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.
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 -
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.
5 votes -
Bulk Send settings
Have expiration/reminder settings on a template which is used in Bulk Send to remain
5 votes -
5 votes
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Share a document link omitting the step of adding a recipient's email
My client does not have an email address. Is there any way I can send her a link for her to sign?
5 votes -
Global setting: turn off notifications of manual status change
The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).
5 votes -
4 votes
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Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]
route notifications to another person
4 votes -
Have a "DONE" button on the clients side after they complete their suggestions.
It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.
This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.
4 votes
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