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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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240 results found

  1. Default settings for document forwarding

    Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    9 votes

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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Change title [PandaDoc] Signed copy of "..." to a custom text.

    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”?

    25 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Send completed PDF option without notification

    Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Enable redlining for the attachments

    Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  6. Locating files shared with workspaces in the root folder

    1 vote

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  7. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    15 votes

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  8. Block specific email notifications for specific users

    2 votes

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  9. Internal timeline and reminders for teams collaborating on a document

    Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    4 votes

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  10. 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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  11. Add document links to Pipedrive (any CRM record)

    Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

    1 vote

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  12. Have a "send reminder" PandaDoc API call.

    16 votes

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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Additional notification settings for recipients

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Redlining - Keep the document Grand Total

    Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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  15. 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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  16. Declined Document Notifications

    notifications should be sent to everyone who was signed/received the document

    7 votes

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  17. Block the default email notification with final copy for a specific user

    1 vote

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  18. Self-sign notifications

    Ability to toggle the self-sign notifications off when sending the document

    2 votes

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  19. Viewed Notifications Emails from Client Views Only

    Viewed Notifications Emails from Client Views Only

    1 vote

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  20. Send a notification when PandaDoc account is disconnected from Salesforce

    1 vote

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