292 results found
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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 -
Notification when the document draft is created
Notification when the new document draft is created from the template
4 votes -
Control reminders for docs created from Pipedrive deals
Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.
4 votes -
Saved Message Folder
I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.
4 votes -
An inbox or notification center for reviewing all documents with @name unresolved inline comment.
An inbox or notification center for reviewing all documents with @name unresolved inline comment.
4 votes -
ability to pass the document to On Hold status
ability to pass the document to On Hold status
4 votes -
Webhook event for doc completed by all recipients
Webhook notification: document completed by all the recipients
4 votes -
4 votes
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Replying notification email
I would like the recipient reply more than one emails when replying notification email.
4 votes -
Bulk Send Expiration / Reminder Settings on Template
Have expiration/reminder settings on a template which is used in Bulk Send to remain.
4 votes -
Allow to edit files shared between workspaces
Edit shared via different workspaces files
4 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.
4 votes -
Allow Collaborators to use search function
Allow Collaborators to use the search function for documents that have been shared with them.
3 votes -
See who is included at the signing level of a document
When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.
3 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)
3 votes -
Make a copy of the whole folder when sharing folder with workspace
The option to make a copy of the whole folder when sharing a folder with another workspace.
3 votes -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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Set a Document Sender per specific template: The ability to pre set a default email address per template to be sent from.
To have the ability to pre-set at the template level, a default email address from which a document would be sent.
3 votes -
Make fields required internally (to require users to upload documents)
When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.
3 votes -
Restrict editing of blocks when Suggest Edits is turned on
When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.
Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.
3 votes
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