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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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279 results found

  1. Pricing table comments per each item quoted

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  3. Notifications for non-document participants (non senders)

    Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    87 votes

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    16 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. disabling all reminders

    disabling all reminders at a time

    18 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Display "send reminder" action in Audit trail

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  6. Add the ability for admin to have notifications for entire workspace

    Add the ability for admin to have notifications for entire workspace

    11 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Bulk Send Expiration / Reminder Settings on Template

    Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    7 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Need to improve comment visibility in signing order

    Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  9. Notifications for several workspaces

    Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  10. Collaborative Dashboard

    A place where all workspace dashboards are available to view collaboratively

    1 vote

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  11. Bulk Manage reminders for sent docs

    Send reminders for multiple documents at once

    48 votes

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    8 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. 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

    6 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Ability to not loose content when two users is editing the same doc at the same time

    Ability to not loose content when two users is editing the same doc at the same time

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Webhook event for doc completed by all recipients

    Webhook notification: document completed by all the recipients

    4 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Track Changes (inline commenting, tracks who made changes and past versions)

    Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Choose which Admin will receive Workspace Join Notifications

    Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Receive the "completed by a recipient" notification when both the sender is a signer even when there's no signing order set.

    1 vote

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

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

    25 votes

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    Idea  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. No reply notification/no reply email

    4 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. stop the email/reminders on the recipient's end

    stop the email/reminders on the recipient's end

    1 vote

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