282 results found
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Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
3 votes -
3 votes
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Conditional Status Change
Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires
3 votes -
recipient comments on a document. click "view in document" to take you directly to the comment in the document
When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
https://share.getcloudapp.com/7Kuq6LDp3 votes -
Personal notifications on the template/form level
manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level
3 votes -
Send reminder from document view
A button on the document board to easily send reminders
3 votes -
Form reminder
Be able to send a reminder to fill out a form.
3 votes -
Expiration settings on the sent document
Availability to enable/disable "warning email" under expiration settings on the sent document
3 votes -
Ability to not loose content when two users is editing the same doc at the same time
Ability to not loose content when two users is editing the same doc at the same time
3 votes -
Add document links to Pipedrive (any CRM record)
Allow to add document links (link-sharing) to the respective records, to make emaling them easier.
3 votes -
3 votes
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PDF attachment restriction
Make available PDFs more than 25 MB be attached to the notification and delivered to the client.
3 votes -
3 votes
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Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message
3 votes -
[Comments] allow mentions for 'member' role
Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.
3 votes -
3 votes
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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.
2 votes -
Home page for collaborators
When a Collaborator is added to a Document, that Document should show in the Collaborator's Home screen under the appropriate status.
2 votes -
Prevent Shared CLI's From Being Copied in Local WS When Triggered with Smart Content
Currently, when shared CLIs are used for documents with smart content, they are copied into the local workspace, creating a CLI in the local CLI lister as well as the shared folder.
Clients want to avoid having duplicates in their WS and would like this not to happen when the CLI is used.
2 votes -
The ability for the recipients to view and download document versions
The ability for recipients to view and download document versions. The feature would allow recipients to download a version of the document that highlights any amendments or changes made.
2 votes
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