137 results found
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Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
9 votesValeryia Baranava responded
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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 votesValeryia Baranava responded
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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 votesValeryia Baranava responded
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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 votesValeryia Baranava responded
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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 votesValeryia Baranava responded
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Conditional attachments
Add attachments to a document under specific circumstances
8 votesValeryia Baranava responded
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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 -
Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
7 votesValeryia Baranava responded
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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 -
customize SMS verification
customize SMS verification
6 votes -
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 votesLindsey Schocke responded
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Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
6 votesValeryia Baranava responded
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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