223 results found
-
street address validation
Validation that the address is a confirmed street address
9 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.
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 -
Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
9 votes -
9 votes
-
Default settings for document forwarding
Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)
9 votes -
Declined Document Notifications
notifications should be sent to everyone who was signed/received the document
9 votes -
Global setting: turn off notifications of manual status change
The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).
9 votes -
Adjust expiration warning timeframe
Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.
9 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 -
Conditional attachments
Add attachments to a document under specific circumstances
8 votes -
Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 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.
8 votes -
Sender notification when document is printed / downloading
notification if the User/Sender can be notified if the recipient prints out the document?
8 votes -
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?
8 votes -
Change the email body for notifications to CC'd recipients
So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.8 votes -
8 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.
7 votes -
7 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
7 votes
- Don't see your idea?