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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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223 results found

  1. ability to pass the document to On Hold status

    ability to pass the document to On Hold status

    4 votes

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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. More particular chat functionality ie: ability to chat on on section vs inline commenting

    Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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  3. Allow limiting of invite

    Limit invite feature on documents, so recipients can't invite to collaborate.

    2 votes

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  4. Auto-reminders per recipient

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

    24 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. native text messaging

    native text messaging.

    2 votes

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  6. Send notifications to team member instantly despite the fact the signing order is used

    1 vote

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  7. 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.

    1 vote

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  8. share via link for non-drafts documents in a mobile app

    Would like to share docs via links in other statuses except for draft in a mobile version

    2 votes

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  9. Pricing table comments per each item quoted

    1 vote

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

    4 votes

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  11. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  12. Webhook event for doc completed by all recipients

    Webhook notification: document completed by all the recipients

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. disabling all reminders

    disabling all reminders at a time

    18 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  14. Display "send reminder" action in Audit trail

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. Add the ability for admin to have notifications for entire workspace

    Add the ability for admin to have notifications for entire workspace

    11 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Bulk Send Expiration / Reminder Settings on Template

    Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    7 votes

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  17. Need to improve comment visibility in signing order

    Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  18. Notifications for several workspaces

    Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  19. Collaborative Dashboard

    A place where all workspace dashboards are available to view collaboratively

    1 vote

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  20. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    6 votes

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