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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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292 results found

  1. 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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  2. Additional notification settings for recipients

    1 vote

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  3. Notifications about all document changes and updates for all recipients

    Notifications about document updates for all recipients

    19 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Notification sent to team member when a document is sent

    3 votes

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  5. 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

    5 votes

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  6. 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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  7. Allow other people besides The document owner to receive renewal notification emails

    Allow other people besides The document owner to receive renewal notification emails

    17 votes

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  8. Resend button

    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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    5 comments  ·  Sharing & Collaboration  ·  Admin →
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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.

  9. 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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  10. Block specific email notifications for specific users

    2 votes

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  11. Block the default email notification with final copy for a specific user

    1 vote

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  12. 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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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  13. 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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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Viewed Notifications Emails from Client Views Only

    Viewed Notifications Emails from Client Views Only

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Display "send reminder" action in Audit trail

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Share template from one account to another

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. Show the workspace name instead of the account name in email notifications

    3 votes

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  18. Send a notification when PandaDoc account is disconnected from Salesforce

    1 vote

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  19. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    4 votes

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  20. Option to set up automatic reminders by selecting a user of the account

    having an option to set up autoreminders for all the documents created by a particular user of the account

    1 vote

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