279 results found
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Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
6 votes -
Conditional attachments
Add CLI/attachments to a document under specific circumstances
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 -
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 -
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 -
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."
5 votes -
customize SMS verification
customize SMS verification
5 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 -
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 -
Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]
route notifications to another person
5 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 -
Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
5 votes -
Collaborative Version History: if someone made a revision on a template
An updated version of the version history where it shows all the users who made changes in a file.
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 -
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
5 votes
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