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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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292 results found

  1. Option to disable the Redlining Notification

    Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    5 votes

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  2. Download / export or share Audit Trail via link

    Option to users access audit trail using link.

    5 votes

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  3. Conditional attachments

    Add CLI/attachments to a document under specific circumstances

    5 votes

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  4. White label email for reminders as well (not just initial email and expiration email)

    White label email for reminders as well (not just initial email and expiration email)

    5 votes

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  5. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    5 votes

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  6. Collaborative Version History: if someone made a revision on a template

    An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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  7. Ability to enable/disable Document expiration notifications for document sender (when they are not Signers)

    5 votes

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  8. Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    5 votes

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  9. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    5 votes

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  10. Legal Clause Deviation Notification / Reporting

    Customer is interested in having a notification/reporting for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    5 votes

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  11. Notifications sent to specific emails when a doc is completed

    Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    5 votes

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  12. External Collaboration Feature

    External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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  13. Share a document link omitting the step of adding a recipient's email

    My client does not have an email address. Is there any way I can send her a link for her to sign?

    5 votes

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  14. Global setting: turn off notifications of manual status change

    The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

    5 votes

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  15. customize SMS verification

    customize SMS verification

    4 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Disable automatic sending with Signing order: manual send of document that is in Signing order

    4 votes

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  17. Send out different documents to different signers via Bulk Send

    send different documents for different signers in bulk

    https://pandadoc.zendesk.com/agent/tickets/384350

    4 votes

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  18. Add an attached file to saved messages

    Be able to attach a PDF to a saved message, so that you can send it with every document.

    4 votes

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  19. Renewal Reminders to various recipients

    A feature to reminder for renewals to various recipients will be great!

    4 votes

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  20. Don't auto send the document to the next signer when share via link and signing order are set up.

    4 votes

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