225 results found

1. 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)

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2. Allow to edit files shared between workspaces

   Edit shared via different workspaces files

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3. External Collaboration Feature

   External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

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4. Remove Email Notifications When Sending on Behalf

   Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

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5. Make a copy of the whole folder when sharing folder with workspace

   The option to make a copy of the whole folder when sharing a folder with another workspace.

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   Idea  ·  Lindsey Schocke responded

   
   

6. 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

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   Idea  ·  Lindsey Schocke responded

   
   

7. Send reminder if the CC'd user haven't viewed the document
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. The ability to resend a declined document without having to edit and put into draft status.
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. Notification when the document draft is created

   Notification when the new document draft is created from the template

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. ability to invite collaborators on several documents at once
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Control reminders for docs created from Pipedrive deals

    Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Saved Message Folder

    I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    An inbox or notification center for reviewing all documents with @name unresolved inline comment.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. PandaDoc Project Mangemnet

    Create Projects with documents and tasks assigned to users.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. ability to pass the document to On Hold status

    ability to pass the document to On Hold status

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17. Webhook event for doc completed by all recipients

    Webhook notification: document completed by all the recipients

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18. No reply notification/no reply email
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19. Replying notification email

    I would like the recipient reply more than one emails when replying notification email.

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20. Share template from one account to another
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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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