6978 results found
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1 vote
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Let recipients view a doc only after they view some statement
It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?
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1 vote
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Inline Commenting Email Notifications
They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.
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1 vote
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Hiding documents from Inbox
Not deleting them
1 vote -
Add a link t a document that will trigger some action in Pipedrive when a user clicks on it
I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?
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1 vote
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1 vote
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Set recipient name after it's in Sent status
Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)
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1 vote
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1 vote
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1 vote
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1 vote
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Automatically update the number of seats
Automatically update the number of seats according to the number of users. Specifically:
*delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)1 vote -
Wizard Automation
Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.
1 vote -
Automatic scroll for inline comments
Would be nice it it automatically scrolled to where the inline comments were within the doc.
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1 vote
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