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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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279 results found

  1. 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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  2. 1 vote

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  3. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    28 votes

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  4. 3 votes

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  5. 19 votes

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  6. 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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  7. 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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  8. 3 votes

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

    2 votes

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  10. 1 vote

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  11. Customizable message when automatically receives completed PDF document to signors.

    15 votes

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  12. 2 votes

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  13. 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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  14. 1 vote

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  15. Delete images in notification emails sent from PandaDoc such as the profile image, little arrow on the forward box, and the company logo image.

    2 votes

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

    2 votes

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

    7 votes

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  18. 1 vote

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

    2 votes

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  20. 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).

    9 votes

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