115 results found

1. Renewal Reminders to various recipients

   A feature to reminder for renewals to various recipients will be great!

   7 votes

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   Valeryia Baranava responded

2. Add the chat feature back in the new editor

   I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.

   6 votes

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3. customize SMS verification

   customize SMS verification

   6 votes

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4. Automation: select document creator when using automation to send another document

   When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

   6 votes

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   Lindsey Schocke responded

5. Option to disable the Redlining Notification

   Option to disable the Redlining Notification.

   • will allow users to disable redlining notification
   6 votes

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   Valeryia Baranava responded

6. Legal Clause Deviation Notification / Reporting

   Customer is interested in having a notification/reporting for "legal clause deviations"

   example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

   6 votes

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7. Share template from one account to another
   6 votes

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8. Allow to edit files shared between workspaces

   Edit shared via different workspaces files

   6 votes

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9. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

   automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

   5 votes

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   Lindsey Schocke responded

10. Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace

    Document sequencing in a second workspace works with a shared template from first workspace

    5 votes

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11. The ability to resend a declined document without having to edit and put into draft status.
    5 votes

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    Valeryia Baranava responded

12. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

    5 votes

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    Valeryia Baranava responded

13. Webhook event for doc completed by all recipients

    Webhook notification: document completed by all the recipients

    5 votes

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14. No reply notification/no reply email
    5 votes

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15. Update PandaDoc Document Status based on Salesforce Opportunity Stage

    So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.

    4 votes

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16. Report for viewed documents

    a way to download all the emails for the people that only viewed my template

    4 votes

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    Valeryia Baranava responded

17. Send reminder from document view

    A button on the document board to easily send reminders

    • 

    4 votes

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    Valeryia Baranava responded

18. ability to share forms with another workspace
    4 votes

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    Valeryia Baranava responded

19. Automatically apply the signature after the customer signs the document in PandaDoc.
    4 votes

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20. Remove company logo image from email notifications

    Delete images in notification emails sent from PandaDoc, such as the company logo image.

    4 votes

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