Settings and activity
83 results found
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337 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 -
25 votes
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) commented
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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182 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 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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23 votes
An error occurred while saving the comment Ensure that Finish has not been clicked when client closes after signing
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7 votes
An error occurred while saving the comment As of now, we can only attach PDF to the object Opportunity, it would be helpful if we could also have a trigger to attach completed PDF to the Accounts Record section
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4 votes
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4 votes
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7 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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9 votes
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6 votes
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2 votes
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23 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! -
3 votes
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3 votes
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5 votes
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4 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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2 votes
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16 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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52 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
Its nice to have this feature in case there is a need to extend and upcoming expiry document