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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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224 results found

  1. Webhook notification: document completed by all the recipients

    4 votes

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  2. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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  3. 1 vote

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  4. Documents via link sharing should only be accessible to the intended recipient.

    25 votes

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  5. 4 votes

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  6. stop the email/reminders on the recipient's end

    1 vote

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  7. Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    7 votes

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  8. I would like the recipient reply more than one emails when replying notification email.

    4 votes

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  9. 2 votes

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  10. Customer is interested in having a notification/reporting for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    5 votes

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  11. Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.

    1 vote

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  12. 4 votes

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  13. My client does not have an email address. Is there any way I can send her a link for her to sign?

    14 votes

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  14. Ability to remove "Document Sent" email notification for cc'd recipients.

    29 votes

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  15. Edit shared via different workspaces files

    5 votes

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  16. 1 vote

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  17. 3 votes

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  18. Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    6 votes

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  19. When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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  20. Make available PDFs more than 25 MB be attached to the notification and delivered to the client.

    3 votes

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