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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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209 results found

  1. Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    1 vote

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  2. 1 vote

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  3. It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.

    1 vote

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  4. Have the ability to hide or remove the document value from the recipient

    1 vote

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  5. 1 vote

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  6. When a recipient is filling out their e-mail address, they will inadvertently put a space at the beginning or end, which shows the field still needing to be filled in

    1 vote

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  7. When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.

    1 vote

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  8. 1 vote

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  9. Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.

    1 vote

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  10. Option to view details of when emails was sent with copies of fully signed documents

    • Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
    1 vote

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  11. 1 vote

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  12. When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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  13. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    1 vote

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  14. Edit the email of the sent document then auto resend it after it was changed

    1 vote

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  15. To have the ability to edit a completed document from the recipients view.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    1 vote

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  19. 1 vote

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  20. 1 vote

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