292 results found
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2 votes
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'Send on Behalf' Auto Update Sender Email
After setting up the 'sender email' in the template level that they would like to send on behalf of (for example, marketing@pandadoc.com), when the user goes to send the document, they still have to manually change from their email (the doc creator) to the 'send on behalf' email - it does not update automatically. This is causing issues because users often may forget to manually change the email, and their recipients will not open the PandaDoc if they do not recognize the sender name.
2 votes -
Display a pop-up letting the team know that a specific approver is in the review stage
It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.
We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.
2 votes -
Customized Notifications to the Prospects
Hi, After sending the document to the receipt , I would love to send a customized notifications on particular date or frequency, or with customized comments. Currently there is only one option, the reminder will go after every 3 days, it should be customizable with the text and should allow to set based on the user wish
2 votes -
Automations: Paid status
Automations: Paid status aside from Completed and Sent statuses.
2 votes -
Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
2 votes -
download the PDF of the template with CSV added, for bulk send
download the PDF of the template with CSV added, for bulk send
2 votes -
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 -
collaborators can see the attached files
collaborators can see the attached files with the permission to view and comment the document
2 votes -
Update PandaDoc Document Status based on Salesforce Opportunity Stage
So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.
2 votes -
Automation that will add collaborators to documents
This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).
2 votes -
Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace
Document sequencing in a second workspace works with a shared template from first workspace
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
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