281 results found
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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 -
Report for viewed documents
a way to download all the emails for the people that only viewed my template
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 -
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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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 -
Disable document download for collaborators
The option to disable document download for Collaborators (guest license users).
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 -
[Redlining] Offer a way to upload the redlined DocX on behalf of the recipient
I have some recipients that don't want to upload the redlined Word document back into PandaDoc. Instead, they email the redlined document back to us. We would like a way to upload it on their behalf in the redline process. Currently, when they do this, we have to manually put all of their changes back into the document, which is time consuming. Offering a way to upload the suggested revision DocX back into PandaDoc on their behalf would save time, so it can be tracked under their suggested changes. We have a lot of lawyers that do not want to…
2 votes
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