15 results found
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Move documents across workspaces and keep the statuses
Is there anything on the pipeline that will make this easier for us to move documents across workspaces?
241 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Personalized links: White-label document URL (recipient link) / Customize the links for documents
So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that
126 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to turn off specific notification emails sent to recipients.
Ability to choose/turn off which email notifications the recipients/Signers will receive.
118 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Notifications for non-document participants (non senders)
Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.
87 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Customize who receives email notifications
As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.
74 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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More connection between workspaces: Design options, themes, settings shared between workspaces
- themes and fonts available and shared across all workspaces
- swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
- shared settings for all the workspaces to better manage the account
50 votesAfter careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Bulk Manage reminders for sent docs
Send reminders for multiple documents at once
49 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Add Collaborators on Templates like documents
We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!
45 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Resend button
Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment
43 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Bulk action] Change Status of Multiple Documents at Once
Be able to change the status of multiple documents at once.
43 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Restrict the ability to invite guest licenses (collaborators) to the admin role only.
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
35 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Alerts to Sender when Document is not Viewed/Signed
Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.
30 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Track Changes (inline commenting, tracks who made changes and past versions)
Track Changes (inline commenting, tracks who made changes and past versions)
25 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Use images in saved messages
Use images in saved messages
8 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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