3784 results found

1. Conditional recipients

   It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].

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   1 comment  ·  Automations  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

2. automatically change document status to Completed

   automatically change document status to Completed

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   4 comments  ·  Automations  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

3. Granular Notification Settings for Forms initiators and workflow receipients

   Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

   Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

   If this is possible for the end user / form initiator, could this feature to specific which email notifications are sent to each of the workflow signers?

   Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

   Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

   If this is… more

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   2 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

4. Add a possibility to presave approval groups

   Would be great to have a possibility to save a approval group for a more convenient process.

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   4 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

5. Ability to lock an entire page (all content blocks) within a document
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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

6. Custom Fonts for each Heading

   Ability to set default font for each heading

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   2 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

7. Disable option "send document" via app (leave only share via link)

   disable option "send document" via app
   (leave only share via link)

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   3 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

8. Reminders that can be sent to non-signers

   Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

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   3 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

9. Currency validation field

   Having currency as one of the options for the field validation (email, phone number, social, etc.)

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

10. Hide document sequence on the recipients end

    hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
    Valeryia Baranava responded

11. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents
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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Add recipients

12. Mobile preview: Ability to preview documents how they would look on mobile

    It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
    Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work

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    1 comment  ·  Mobile  ·  Delete…  ·  Admin →
    Valeryia Baranava responded

13. Send notification to recipient for declined document

    The ability to send declined document notifications to CC'd recipients as well.

    Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.

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    1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
    Valeryia Baranava responded

14. ability to easily move fields/blocks from one page to another
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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the links below:

    How to copy, cut, and paste fields

    Content builder blocks

15. Clickable phone number link ☎️

    Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

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    1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →

16. ability to print forms

    ability to print forms

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    0 comments  ·  Forms  ·  Delete…  ·  Admin →

17. Additional filtering options for List Documents API call

    Add possibility to filter by Date Completed and by token value.

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Please be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1

18. Email validation

    Email validation for contacts

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    3 comments  ·  Other  ·  Delete…  ·  Admin →

19. Add Clickable Table of Contents to Sidebar

    Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.

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    3 comments  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
    
    The option to reflect Clickable Table of Contents on Sidebar is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360020850393--Editor-2-0-Content-Builder-Blocks

    Have a wonderful day!

20. Discount for catalog items (products)

    Be able to set up discounts for catalog items and insert the items with those discounts

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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →