292 results found

1. Send as PDF with link to PandaDoc

   Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Allow collaborator's to add/create documents to a "shared with me" folder
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. flag/alert/notification for when a discount is applied in a document

   flag/alert/notification for when a discount is applied in a document
   ex. salesperson is approving documents without reviewing the discounts applied.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Conditional Status Change

   Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Report for viewed documents

   a way to download all the emails for the people that only viewed my template

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6. The ability to resend a declined document without having to edit and put into draft status.
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7. ability to invite collaborators on several documents at once
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Add a possibility to presave user groups

   Would be great to have a possibility to save a user group for a more convenient process.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. PandaDoc Project Mangemnet

   Create Projects with documents and tasks assigned to users.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. ability to share forms with another workspace
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Expiration settings on the sent document

    Availability to enable/disable "warning email" under expiration settings on the sent document

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13. Notification sent to team member when a document is sent
    3 votes

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14. PDF attachment restriction

    Make available PDFs more than 25 MB be attached to the notification and delivered to the client.

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15. Share template from one account to another
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16. Show the workspace name instead of the account name in email notifications
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17. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message
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18. [Comments] allow mentions for 'member' role

    Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

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19. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

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20. Option to suggest edits for pricing tables and the quote builder
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