281 results found
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Bulk Send Expiration / Reminder Settings on Template
Have expiration/reminder settings on a template which is used in Bulk Send to remain.
7 votes -
Notifications sent to specific emails when a doc is completed
Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)
7 votes -
Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
6 votes -
customize SMS verification
customize SMS verification
6 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 -
Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
6 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.
6 votes -
Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
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 -
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
6 votes -
Internal timeline and reminders for teams collaborating on a document
Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.
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 -
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 -
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 -
Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
5 votes -
Add an attached file to saved messages
Be able to attach a PDF to a saved message, so that you can send it with every document.
5 votes -
5 votes
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Download / export or share Audit Trail via link
Option to users access audit trail using link.
5 votes
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