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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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240 results found

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

    2 votes

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  2. Legal Clause Deviation Notification / Reporting

    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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  3. Assigning Sections of Document to Internal Team

    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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  4. Bulk Send Expiration / Reminder Settings on Template

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

    4 votes

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  5. Notifications sent to specific emails when a doc is completed

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

    5 votes

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  6. Disable Document Sent for CC'd Recipients

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

    28 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. notification for when content items need updated

    1 vote

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  8. Notification sent to team member when a document is sent

    3 votes

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  9. Ability to choose the account role while inviting users on a Free eSign plan

    7 votes

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  10. Leave drop down widgets unassigned after filling them out, when creating a new document

    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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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. PDF attachment restriction

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

    3 votes

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  12. See the document recipients in the email notification

    Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    8 votes

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  13. Share template from one account to another

    3 votes

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  14. Add document links to Pipedrive (any CRM record)

    Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

    2 votes

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  15. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    4 votes

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  16. reply email comment

    I would like the email notifications to be able to accept replies and post the comments back into the document

    2 votes

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  17. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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  18. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    9 votes

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  19. Pop-up warning for unresolved inline comments prior sending

    1 vote

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  20. Show the workspace name instead of the account name in email notifications

    3 votes

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