115 results found
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Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
10 votesValeryia Baranava responded
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Granular Notification Settings for Forms initiators and workflow receipients
Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.
Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?
If this is…
10 votes -
Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
10 votes -
Disable option "send document" via app (leave only share via link)
disable option "send document" via app
(leave only share via link)10 votes -
Reminders that can be sent to non-signers
Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.
10 votes -
Send notification to recipient for declined document
The ability to send declined document notifications to CC'd recipients as well.
Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.
10 votes -
Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
9 votes -
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)
9 votes -
9 votes
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See the document recipients in the email notification
Is there a way to see all recipients in my email... as part of the email that comes from you guys?
9 votes -
Declined Document Notifications
notifications should be sent to everyone who was signed/received the document
9 votes -
Bulk print multiple docs
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.
8 votes -
Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]
route notifications to another person
8 votes -
improved collaborators feature: track changes
show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits
8 votes -
Conditional attachments
Add attachments to a document under specific circumstances
8 votes -
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Bulk Send Expiration / Reminder Settings on Template
Have expiration/reminder settings on a template which is used in Bulk Send to remain.
8 votes -
Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
7 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Allow Collaborators to use search function
Allow Collaborators to use the search function for documents that have been shared with them.
7 votes -
block content blocks for recipients during redlining
block content blocks for recipients during redlining
7 votes
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