Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to schedule when to send a document

    100 votes

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  2. 94 votes

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  3. Possibility to send a payment reminder to the recipients in Editor 2.0

    77 votes

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  4. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    62 votes

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  5. 58 votes

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  6. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    57 votes

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  7. 55 votes

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  8. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    50 votes

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  9. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    47 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    34 votes

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  10. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    30 votes

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  11. 29 votes

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  12. Be able to change the status of multiple documents at once.

    26 votes

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  13. customize the auto-reminder Time and Days

    24 votes

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  14. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    20 votes

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  15. Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    20 votes

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  16. option to send completed documents to a specific email address automatically

    20 votes

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  17. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    20 votes

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  18. to automate a second document to be sent out once the first document was sent

    19 votes

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  19. Documents via link sharing should only be accessible to the intended recipient.

    18 votes

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