221 results found
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2 votes
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Notification if the document is deleted
A way to get emailed if a documented is deleted.
2 votes -
2 votes
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Add a due date for signature
I use PandaDoc to share forms that require partner signatures before I can submit it. A due date for the partner's signature, with the ability to send auto reminders if it's not signed within 24 hours of the due date, would be really helpful.
1 vote -
1 vote
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Report on Shared Templates
Ability to run a report that shows which templates/folders have been shared and to which workspaces.
1 vote -
Content transfer option within the user delete dialog
When deleting a user there should be an option within the delete confirmation screen that lets you choose a new owner for their content. (a simple field to fill in an email and a checkbox confirmation).
Currently, the only option for this is in a separate dialog (within the teams and seats section) and there's no reminder when deleting a user that they own existing content.
1 vote -
Receive a warning when you get down to the last 100 bulk sends available
warning when you get down to the last 100 bulk sends available
1 vote -
Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
1 vote
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notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 voteLindsey Schocke responded
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Webhook fire on document name changes
It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.
1 vote -
Turn off by default the deleted documents in the reporting feature
Turn off by default the deleted documents in the reporting feature
( Include deleted documents in figures)
https://pandadoc.zendesk.com/agent/tickets/4791171 vote -
Create another Role like the Manager without the ability to add new users.
We need users to be able to look at all docs. within the workspace, but we need governance around new users.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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for the creator license to not be able to to edit the signing order in the document
for the creator license to not be able to to edit the signing order in the document
1 voteValeryia Baranava responded
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Collaborator can move a document to a folder
Ability to move a document to a folder from collaborators end.
1 vote -
Keep Comments on Document after editing
Keep comments after moving a document from sent to draft status.
1 vote -
Add a special icon for the collaborators in the "team" section.
Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."
1 vote -
Change the email and its body for the notifications sent once the collaborator is added to the account.
Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.
1 vote -
Document cc notifications for end users take them to the Analytics
Users that are CC'd on a doc are not able to see the analytics when they first log in.
They are brought to the Customer interface.
To See the analytics they have to search the Doc library for the doc sent.
1 vote
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