235 results found
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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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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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Have the "Shared with me" tabs as an initial tab for Guest users.
Right now, the "Shared with me" tab is hidden inside More grouping. Suggest that the said tab is more visible from the get-go for Guest users.
2 votes -
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 -
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 -
Tagging a group in the chat or messaging in the document
When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.
2 votes -
Indicator that a document is already being reviewed by somebody in an Approver Group (i.e. to eliminate duplicate work)
It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.
We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.
2 votes -
Next and Previous buttons for Comments
Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.
2 votes -
Automations: Paid status
Automations: Paid status aside from Completed and Sent statuses.
2 votes -
The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
2 votes -
2 votes
Lindsey Schocke responded
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Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter2 votes -
collaborators can see the attached files
collaborators can see the attached files with the permission to view and comment the document
2 votes
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