Settings and activity
72 results found
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4 votes
AdminAnonymous (Admin, PandaDoc) shared this idea ·
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2 votes
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66 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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 -
9 votes
Valeryia Baranava responded
An error occurred while saving the comment It would be great if we can show (in a separate field / Owner field or a custom one) who sent the document instead of just showing created by since we know that the account who connected the integration shows as the created by field
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5 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!
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79 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment It is also crucial for an option to have the approver receive notification on the status of those documents he approved
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242 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment It's nice to have a formatting aligned with MS documents as it is widely used and not all our customers are PD users
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356 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 Its nice to have this feature in case there is a need to extend and upcoming expiry document
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29 votes
An error occurred while saving the comment By Customer:
Hoping this feature can be activated. It's not very user-friendly to have envelopes that appear to have been sent successfully only to learn we missed an email that it failed, and the envelope doesn’t say it failed. We are an insurance company, and these signatures are very important to our bottom line. A missed signature on our part is very costly claims-wise and lawsuit-wise.
An error occurred while saving the comment possibility to also mark the envelope in Panda Doc as a failed email
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191 votes
We wanted to share an update regarding this 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 It would be great to have a feature where users can only see a specific folder (Display contents of a particular folder) instead of showing all the templates. This feature will limit users from having access to restricted templates.
Please also enable this feature for CRM's
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24 votes
An error occurred while saving the comment Ensure that Finish has not been clicked when client closes after signing
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6 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!
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12 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!
An error occurred while saving the comment Nice to have a feature to filter per approver to monitor document movement, how long it takes for an approver to approve a document, this will also help us identify what are the gaps between the process of approval
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8 votes
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24 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! -
5 votes
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9 votes
An error occurred while saving the comment Have the capability to send multiple single page document to Multiple unique recipients
An error occurred while saving the comment It would be great to have a similar feature same as Bulk Send but :
"*** Have the capability to send multiple single page document to Multiple unique recipients**"
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3 votes
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18 votes
An error occurred while saving the comment imagine accidentally deleting a contact, its best to have a trash or deleted folder where we can restore not only documents but also contacts
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55 votes
After careful consideration and further analysis of this 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 It would be beneficial to have an option that can be granted to (1) admin or Super admin where a change can be implemented across all workspace.
1. Branding
2. Logo.
3. Signature
4. Email Address
To be able to do a simple calculation in template like [Terms]*[MonthlyAmount] into a single new variable called [TotalContractAmount]