235 results found
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2 votes
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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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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 -
Send signed document to collaborators
I understand that the Signer and CCed recipients receive a copy of a signed document. We need an option to adjust our default settings so Collaborators also receive a copy of the signed document.
1 vote -
Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
QES: disable for whole account
Option to disable QES for the whole account and all workspaces at once
1 vote -
Bulk Send from PandaDoc Contacts List
Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.
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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