Settings and activity
28 results found
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92 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!AdminJordan Flis (Admin, PandaDoc) supported this idea ·
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14 votes
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23 votes
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36 votes
Hi there!
Please let us know if you're interested in NetSuite<>PandaDoc.
We want to get your opinion on how it should work. Feel free to book a short meeting with us where we will show mockups for future integration - https://calendly.com/yuriilosinets/30min
Thanks in advance!
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27 votes
An error occurred while saving the comment -
20 votes
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26 votes
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92 votes
Hello,
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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41 votes
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21 votes
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60 votes
Hi all!
I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.
A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.
Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.
Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.
Read this Help Center article to learn more about setting…
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42 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com. For more information, please click the links below!
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221 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com or just reply to this email.
An error occurred while saving the comment allow a scanned PDF document to be converted to a text PDF document using OCR technology or something similar
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19 votes
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3 votes
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13 votes
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129 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.
PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.
Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.
Please keep upvoting this idea so we can keep considering it every time we work…
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260 votes
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215 votes
An error occurred while saving the comment Ability to add multiple signers for one signature. If one of them signs, regardless of who it is, the doc is completed
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19 votes
Need the ability to exactly match the formatting of a Word document when uploaded into PandaDoc as much as possible. Use-case: need to upload a different Word document every time that they receive from 3rd parties and they need to collaborate internally on the document then send for signature. Since our formatting does not match Word, it's too much manual work to readjust the document in PandaDoc, so they currently do their collaboration in Google Docs then send for signature