Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Customize the text in reminder message

    166 votes

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  2. 86 votes

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  3. Ability to schedule when to send a document

    84 votes

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

    68 votes

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

    51 votes

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  6. Edit/customize text in all email notifications

    50 votes

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

    46 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

    46 votes

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  9. 45 votes

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  10. 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.

    Client: trenton@greenprintcorp.com

    43 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
    32 votes

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  11. 28 votes

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

    27 votes

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  13. Be able to customize the look and field of a reminder e-mail and set exactly how many days you would like in between reminders. Ideally, we would like to send reminders every day.

    24 votes

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  14. Have separate permissions for specific documents, not only workspaces

    23 votes

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

    23 votes

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  16. customize the auto-reminder Time and Days

    19 votes

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

    18 votes

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  18. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    18 votes

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  19. 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.

    17 votes

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