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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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240 results found

  1. 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.

    7 votes

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

    1 vote

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 Option to make a form to be unpublished on an specific date

    1 vote

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  4. 1 vote

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  5. 1 vote

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    Dear Glenn,


    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding the extended drop-down menu with reminders and expirations! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on what exactly you'd like to see there and which options should be available for you within the drop-down.


    I appreciate your time and looking forward to hearing back from you!

  6. 1 vote

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  7. A button on the document board to easily send reminders

    2 votes

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  8. Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    8 votes

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  9. This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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  10. 1 vote

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

    2 votes

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  12. It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    8 votes

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  13. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    2 votes

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

    5 votes

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

    17 votes

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  16. Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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  17. Notification once a user turns off the Email Attachment.

    1 vote

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  18. would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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  19. 1 vote

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  20. notification if the User/Sender can be notified if the recipient prints out the document?

    8 votes

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