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  1. 21 votes

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    Idea  ·  Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Ability to lock content blocks in place so they don't move

  2. 16 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  3. 26 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  4. 19 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  5. 29 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  6. 11 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  7. 3 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  8. 79 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  9. 8 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    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.

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Ability to customize reminder notifications to include those who aren't signers.

  10. 3 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    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.

  11. 256 votes

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    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!

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Automate sending out a document on a weekly basis to specific recipients like timesheets

  12. 15 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    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.

  13. 6 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Ability to give external users access to edit templates within an iFrame.

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