Settings and activity
6 results found
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48 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! -
10 votes
jnowicki supported this idea ·
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15 votes
Valeryia Baranava responded
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10 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
An error occurred while saving the comment -
32 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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294 votes
Hi,
Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.
We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.
To learn more about how it works, check out our Help Center article.
Thank you for voting for this idea – your feedback is what got it built.
Igor, Product team @ PandaDoc
Backstory if you will. Our office sends out monthly reports to clients. One employee compiles and creates report. Then moves completed draft report to another employee to review/make edits and send directly to client. We would like for the employee to be able to move sent report to a Completed folder themselves. So this is a permissions issue. I don't want to change all employees to 'MANAGER' role just to move monthly client reports to a completed folder themselves and not rely on someone with a higher permissions to do so.