235 results found
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2 votes
Valeryia Baranava responded
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Include all users in the Leaderboard
Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.
2 votes -
Signing order across multiple documents
Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer
2 votes -
2 votes
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all the comments where you were tagged in one place
see all the comments where you were tagged in one place (it can be included in reporting, for instance).
2 votes -
Waiting For Signature notification
alert the creator of a document that it is still waiting for a signature after like 48 hours
2 votes -
2 votes
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Reminder Tab in left-side navigation menu
Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.
2 votes -
zoom - Ability to change workspaces within Zoom/PandaDoc App
Ability to change workspaces within Zoom/PandaDoc App.
This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
Ex:
New hire completing documents for HR then IT.
CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.2 votes -
Scan for Automatic Renewal Date
Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.
2 votes -
Pop up notification for admin for all users
Would like to have the capability of an admin to notify all users of announcements.
Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.
Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.2 votes -
Choose which Admin will receive Workspace Join Notifications
Choose the person who will receive notifications to join ws via internal link so not all admins receive them.
2 votes -
reply email comment
I would like the email notifications to be able to accept replies and post the comments back into the document
2 votes -
2 votes
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Option to set up automatic reminders by selecting a user of the account
having an option to set up autoreminders for all the documents created by a particular user of the account
2 votes -
Enable redlining for the attachments
Enable redlining not only for the document itself, but for the attachments that goes together as well.
2 votes -
Redlining - Keep the document Grand Total
Grand Total value should not disappear from a document that was subject to the redlining process
2 votes -
Self-sign notifications
Ability to toggle the self-sign notifications off when sending the document
2 votes -
bulk-sent documents should inherit the source template reminders' setups
bulk-sent documents should inherit the source template reminders' setups
2 votes -
2 votes
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