Settings and activity
122 results found
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29 votes
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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80 votes
Hi. 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!
An error occurred while saving the comment Submitting on behalf of my customers cfischenich@sitepro.com and rcorley@sitepro.com
They have repeatedly asked for this option and would IMMEDIATELY be interested in utilizing as soon as it is ready. -
62 votes
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, please check the video below:
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129 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Comment from caitlyn@cfoselections.com
One of my CC recipients on several Documents is being sent the initial notification when someone sends out a contract. The CC recipient only needs the final notification with the PDF attachment of the completed contract. The extra unnecessary notifications are creating clutter in their inbox. I also have other users who don’t want the initial email to be sent to the CCs, as there may sometimes be sensitive information for the Signers that the CC recipients don’t need to see.
An error occurred while saving the comment Have a way to limit how different emails go out to recipients once they get a PandaDoc in the same way we can limit the number of email responses we get--within Settings
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134 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Comment from caitlyn@cfoselections.com
I created a couple of tags that weren’t needed, but am not able to delete them. I don’t want my users to get confused. -
58 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.
An error occurred while saving the comment Customer: chris.thomas@fountainpeople.com
wants to be able to see profit margin data in a report of some kind. Do we have a way to pull that kind of data out of a pricing table? Right now he's going into every document and manually calculating margins on things like FREIGHT, EQUIPMENT, and Average Margins -
6 votes
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20 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
An error occurred while saving the comment Would like to be able to see the individual recipient statuses via API instead of just status of the entire document--sent as viewed/completed
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247 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Important for Enterprise customer tara@plateiq.com. Please update customer when this moves to roadmap
An error occurred while saving the comment My customer in a school district needs the ability to move documents between workspaces without losing the completed status and keeping certificates in tact--this is very important in regard to documents completed by parents regarding SPED/504 students--anything regarding maintaining FERPA privacy
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10 votes
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128 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the 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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48 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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16 votes
Hi. 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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12 votes
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4 votes
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4 votes
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43 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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21 votes
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Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
9 votes -
44 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Customer relertson@burgess-inc.com Says that this is possible in DocuSign and would eliminate a lot of extra steps of having to go in and have to grab the link and resend the document that way.
Submitted on behalf of customer: mpetit@homebound.com
Large MRR customer.
Ability for text fields to automatically expand like variables do. This is only available in the Public View for recipients, not for the Editor view that a Sender uses. It would be great to have it for Senders too!