13 results found
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Share templates and Content Library items in Editor 2.0
Share templates and Content Library items in Editor 2.0 by a user
58 votes -
Transfer Documents Ownership to Another User
Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.
Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.
53 votes -
Share Folders between Workspaces
Ability to share whole folder to another workspace
25 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Inline comments for recipients
how do i enable recipients to add comments against document content fro response back?
23 votes -
Filter the PandaDoc Inbox by "To sign" or "Signed"
Filter the PandaDoc Inbox to show only the Unsigned document
Filter to by "To sign" or "Signed"20 votesHi there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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API: Create Document Link for Editor 2.0 documents
Create Document Link for Editor 2.0 documents in API
https://developers.pandadoc.com/reference#link-to-a-document18 votes -
CC recipients for forms
Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)
13 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://share.getcloudapp.com/xQuxjWeb
Have a wonderful day!
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13 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to disable Link sharing has been released. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360034510893--Editor-2-0-Share-document-link-with-your-recipientsHave a wonderful day!
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4 votes
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2 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/360025161734-Signing-order
Have a wonderful day!
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ability to fill in the text fields with the content saved to the content library on shared templates
1 voteHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to create your documents using conditions (smart content) is already available within the system. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/4423209193367-Conditional-content-for-senders-
Many thanks for your time! Have a wonderful day!
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Slack notifications for document signers (internal to workspace)
Slack notifications for document signers (internal to workspace)
1 voteHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to receive updates on your document status via Slack is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/4409517867159--Editor-2-0-Slack
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Attach a PDF of a fully signed document to email notification all once completed
Once a PD is complete and you get the email that it's been signed, it would be nice if that email also provided you a PDF attached of the completed document.
1 voteYou can also set up the email attachment for all new templates and documents, on the workspace level. Go to Settings > Settings, find Email attachment, check the box next to this settings and click Save changes in the top right. All templates and document created after this changes will have this setting on.
You can go here to learn more:
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