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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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292 results found

  1. 1 vote

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  2. When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    10 votes

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  3. 27 votes

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  4. At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded

    7 votes

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

    2 votes

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  6. 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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  7. Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    38 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  8. 1 vote

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  9. 1 vote

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  10. Disable access to the document for recipients once it's completed

    16 votes

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  11. 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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  12. 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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  13. control how often senders and recipients get notified about document changes

    1 vote

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  14. 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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  15. 3 votes

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  16. Possibility to send a payment reminder to the recipients in Editor 2.0

    136 votes

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  17. Ability to send up to 20 documents in a bundle instead of the current 10 docs.

    1 vote

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  18. 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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  19. 246 votes

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

    4 votes

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