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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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234 results found

  1. alert the creator of a document that it is still waiting for a signature after like 48 hours

    2 votes

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  2. I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

    4 votes

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  3. 1 vote

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  4. Users that are CC'd on a doc are not able to see the analytics when they first log in.

    They are brought to the Customer interface.

    To See the analytics they have to search the Doc library for the doc sent.

    1 vote

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  5. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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  6. control how often senders and recipients get notified about document changes

    1 vote

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  7. When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
    https://share.getcloudapp.com/7Kuq6LDp

    2 votes

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  8. 3 votes

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  9. The ability to send declined document notifications to CC'd recipients as well.

    Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.

    8 votes

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  10. Keep the inline comment draft in place until the user deletes the draft comment or otherwise confirms that it is no longer needed.

    1 vote

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  11. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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  12. Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.

    2 votes

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  13. manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level

    3 votes

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  14. Notifications about document updates for all recipients

    20 votes

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  15. Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."

    1 vote

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  16. Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.

    1 vote

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  17. Give access for collaborators with edit permissions to the document's settings and so they can edit the expiration date.

    1 vote

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  18. an email notification that an attachment is uploaded in the collect file fields.

    1 vote

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  19. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    7 votes

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  20. Option to make a form to be unpublished on an specific date

    1 vote

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