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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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137 results found

  1. CC recipients for forms

    Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  2. SMS Notifications: Send link by SMS text built into software

    106 votes

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    21 comments  ·  Sharing & Collaboration  ·  Admin →

  3. ability to fill in the text fields with the content saved to the content library on shared templates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  4. Alerts to Sender when Document is not Viewed/Signed

    Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    33 votes

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    10 comments  ·  Sharing & Collaboration  ·  Admin →

  5. Share templates and Content Library items in Editor 2.0

    Share templates and Content Library items in Editor 2.0 by a user

    58 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →

  6. zoom - Ability to change workspaces within Zoom/PandaDoc App

    Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  7. Allow other people besides The document owner to receive renewal notification emails

    Allow other people besides The document owner to receive renewal notification emails

    21 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  8. Sender notification when document is printed / downloaded

    notification if the recipient downloads or prints out the document?

    11 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →

  9. Repeat reminders every day (daily auto-reminders)

    repeat reminders every day

    26 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  10. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  11. Same day reminder

    How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    12 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →

  12. Ability to toggle auto-filling of information within pricing tables

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  13. Pop up notification for admin for all users

    Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  14. ability to share forms with another workspace

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  15. Expiration settings on the sent document

    Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →

  16. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    133 votes

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    20 comments  ·  Sharing & Collaboration  ·  Admin →

  17. Slack notifications for document signers (internal to workspace)

    Slack notifications for document signers (internal to workspace)

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    Please kindly be advised that the feature allowing to receive updates on your document status via Slack is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/4409517867159--Editor-2-0-Slack

    Many thanks for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  18. Auto-reminders per recipient

    Be able to set up auto-reminders per signer, not only per document

    24 votes

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    5 comments  ·  Sharing & Collaboration  ·  Admin →

  19. Pricing table comments per each item quoted

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  20. Automatically apply the signature after the customer signs the document in PandaDoc.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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