Settings and activity
96 results found
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186 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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68 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
An error occurred while saving the comment -
5 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea ·
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21 votes
The ability to lock content blocks without restricting editing is still needed. Reopening feature request.
An error occurred while saving the comment Ability to lock content blocks in place so they don't move
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18 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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26 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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20 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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29 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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11 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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3 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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79 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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8 votes
An error occurred while saving the comment For example, the purchasing dept. has documents where the customer signs as well as the CFO. However, the CFO isn't doing negotiations, the purchasing dept. is but since they're not a signer, they're not receiving reminders and would like to so they can easily be reminded to follow-up on the outstanding document.
An error occurred while saving the comment Ability to customize reminder notifications to include those who aren't signers.
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3 votes
An error occurred while saving the comment When in SFDC, there's a lack of visibility as to what's going on with an opportunity since in SFDC it only shows the docs for the workspace you're logged into. Would be great to see all documents for workspaces that a user is a part of.
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265 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 Automate sending out a document on a weekly basis to specific recipients like timesheets
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15 votes
An error occurred while saving the comment Automatically skip or have the option to skip the approval workflow if the approver assigned is the user who created or is sending the document.
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6 votes
An error occurred while saving the comment Ability to give external users access to edit templates within an iFrame.
Approvals based on who created the document. For example, if person A creates the doc --> person B is the approver; but if person C created the doc --> person D is the approver.