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6 results found

  1. Tokens/Variables in saved messages / email body or subject

    226 votes

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    42 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

    Lisa van Essen supported this idea  · 

  2. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    297 votes

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    52 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

    Lisa van Essen supported this idea  · 

  3. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    356 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Lisa van Essen supported this idea  · 

  4. Auto-reminders: customize the text in reminder message

    341 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Lisa van Essen supported this idea  · 

  5. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    108 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Lisa van Essen supported this idea  · 

  6. Disable Document Sent for CC'd Recipients

    33 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Lisa van Essen supported this idea  · 
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    Lisa van Essen commented  · 

    We have put our finance department in CC to receive the completed document for administration. However, they ALSO receive the first e-mail when sending a document ("[Sender name] sent you a document"). Right now, there's no way to prevent CC'd recipients from receiving the initial "[Sender name] sent you a document" notification entirely. I would like to make it possible to ONLY send a completed document to the finance department. Now, administration gets a lot of unnessecary emails.