240 results found
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2 votes
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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
2 votes -
2 votes
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Include all users in the Leaderboard
Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.
2 votes -
2 votes
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Signing order across multiple documents
Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer
2 votes -
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
2 votes -
all the comments where you were tagged in one place
see all the comments where you were tagged in one place (it can be included in reporting, for instance).
2 votes -
Waiting For Signature notification
alert the creator of a document that it is still waiting for a signature after like 48 hours
2 votes -
recipient comments on a document. click "view in document" to take you directly to the comment in the document
When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
https://share.getcloudapp.com/7Kuq6LDp2 votes -
Reminder Tab in left-side navigation menu
Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.
2 votes -
Personal notifications on the template/form level
manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level
2 votes -
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
2 votes -
Send reminder from document view
A button on the document board to easily send reminders
2 votes -
Scan for Automatic Renewal Date
Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.
2 votes -
Allow limiting of invite
Limit invite feature on documents, so recipients can't invite to collaborate.
2 votes -
Form reminder
Be able to send a reminder to fill out a form.
2 votes -
native text messaging
native text messaging.
2 votes -
share via link for non-drafts documents in a mobile app
Would like to share docs via links in other statuses except for draft in a mobile version
2 votes -
Ability to not loose content when two users is editing the same doc at the same time
Ability to not loose content when two users is editing the same doc at the same time
2 votes
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