282 results found
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White label email for reminders as well (not just initial email and expiration email)
White label email for reminders as well (not just initial email and expiration email)
5 votes -
Collaborative Version History: if someone made a revision on a template
An updated version of the version history where it shows all the users who made changes in a file.
5 votes -
Webhook event for doc completed by all recipients
Webhook notification: document completed by all the recipients
5 votes -
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)
5 votes -
Allow to edit files shared between workspaces
Edit shared via different workspaces files
5 votes -
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.
5 votes -
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.
5 votes -
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.
4 votes -
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 -
4 votes
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Notification when the document draft is created
Notification when the new document draft is created from the template
4 votes -
4 votes
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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.
4 votes -
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.
4 votes -
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.
4 votes -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
4 votes -
4 votes
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disable the inbox notification (red indicator)
disable the inbox notification (red indicator)
4 votes -
4 votes
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ability to pass the document to On Hold status
ability to pass the document to On Hold status
4 votes
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