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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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233 results found

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

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

    25 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Declined Document Notifications

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

    7 votes

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

    2 votes

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

    1 vote

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

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

    23 votes

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    Idea  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. 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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  8. Send completed PDF option without notification

    Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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  9. Localization: another language for internal notifications

    The option to make internal notifications (like X has viewed, Y has completed) appear in another language.

    1 vote

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  10. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    15 votes

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  11. New comment notification icon on documents viewable from the document list

    An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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  12. pass fields information from one template to another

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Global setting: turn off notifications of manual status change

    The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

    8 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  14. [Comments] allow mentions for 'member' role

    Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. Notification everytime edits are being made

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Disable Document Sent for CC'd Recipients

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

    29 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Have a "send reminder" PandaDoc API call.

    19 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Change the email body for notifications to CC'd recipients

    So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  19. [Administration] sub-workspaces

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    2 votes

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