Settings and activity
98 results found
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53 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios 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.
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
An error occurred while saving the comment -
62 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario 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.
An error occurred while saving the comment Ability to send up to 20 documents in a bundle instead of the current 10 docs.
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198 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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69 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment 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.
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6 votes
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22 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
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26 votes
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20 votes
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29 votes
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11 votes
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3 votes
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85 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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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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275 votes
We wanted to share an update regarding the 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.
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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16 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.
One template that can work with multiple currencies depending what currency is being used on the Salesforce opportunity. The currency used on the opportunity would automatically be pulled into the PandaDoc template.