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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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248 results found

  1. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Notification only to a Specific Template/Document

    4 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  3. 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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  4. External Collaboration Feature

    External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Move documents across workspaces and keep the statuses

    Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    257 votes

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    37 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Add a message about a reminder's successful delivery

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. EV2- Automatically show chatbox section upon opening the document

    1 vote

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  8. 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?

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. 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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  11. Share a document link without adding a recipient's email

    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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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. 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.

    10 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Default settings for document forwarding

    Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    11 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Track Changes (inline commenting, tracks who made changes and past versions)

    Track Changes (inline commenting, tracks who made changes and past versions)

    26 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Declined Document Notifications

    notifications should be sent to everyone who was signed/received the document

    9 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. a notification available in PD that allows you to know that the original recipient has forwarded a document to another for signature

    1 vote

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  17. An email notification about a doc being updated (=edited and resent)

    2 votes

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  18. In the subject line of a notification, show a commenter's name instead of a sender's name

    1 vote

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

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

    25 votes

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    Idea  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Report for documents with reminders

    is it possible to have a report which documents have an reminder option on please?

    2 votes

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