282 results found

1. Add document links to Pipedrive (any CRM record)

   Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

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2. reply email comment

   I would like the email notifications to be able to accept replies and post the comments back into the document

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3. Block specific email notifications for specific users
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4. Enable redlining for the attachments

   Enable redlining not only for the document itself, but for the attachments that goes together as well.

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5. Redlining - Keep the document Grand Total

   Grand Total value should not disappear from a document that was subject to the redlining process

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6. Self-sign notifications

   Ability to toggle the self-sign notifications off when sending the document

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7. bulk-sent documents should inherit the source template reminders' setups

   bulk-sent documents should inherit the source template reminders' setups

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8. Notification when you force Send a Reminder
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9. Notification only to a Specific Template/Document
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10. An email notification about a doc being updated (=edited and resent)
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11. Report for documents with reminders

    is it possible to have a report which documents have an reminder option on please?

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12. Notification everytime edits are being made
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13. [Administration] sub-workspaces
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14. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)
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15. Notification if the document is deleted

    A way to get emailed if a documented is deleted.

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16. Notification of unfilled fields for sender
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17. Ability to upload PDFs to comments on a document
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18. Display the doc Sender's name as Sender in all PandaDoc notifications (i.e. Document Completed by all participants)
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19. Report on Shared Templates

    Ability to run a report that shows which templates/folders have been shared and to which workspaces.

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20. 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.

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