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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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279 results found

  1. Viewed Notifications Emails from Client Views Only

    Viewed Notifications Emails from Client Views Only

    1 vote

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

    1 vote

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  3. Option to set up automatic reminders by selecting a user of the account

    having an option to set up autoreminders for all the documents created by a particular user of the account

    1 vote

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  4. bulk-sent documents should inherit the source template reminders' setups

    bulk-sent documents should inherit the source template reminders' setups

    2 votes

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  5. Non-licensed user receive viewed notifications

    Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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  6. Mentions within Comments

    the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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  7. Notification when you force Send a Reminder

    2 votes

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  8. Notification only to a Specific Template/Document

    2 votes

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  9. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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  10. Bulk sending of multiple documents via link sharing

    13 votes

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  11. The ability to share the link in order to bulk send the documents

    1 vote

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  12. Change the email body for notifications to CC'd recipients

    So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  13. Adjust expiration warning timeframe

    Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Improve Renewal Notifications

    8 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Email Notif for potential scam/threat

    1 vote

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  16. Inline Commenting Email Notifications

    They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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  17. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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  18. Add a message about a reminder's successful delivery

    1 vote

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  19. EV2- Automatically show chatbox section upon opening the document

    1 vote

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  20. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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