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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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282 results found

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

    29 votes

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  2. 20 votes

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  3. 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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  4. 2 votes

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  5. 2 votes

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  6. A way to get emailed if a documented is deleted.

    2 votes

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  7. 285 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  8. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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  9. 6 votes

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  10. 2 votes

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  11. Be able to change the status of multiple documents at once.

    43 votes

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  12. ability to copy links in bulk and not one at a time

    1 vote

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  13. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    29 votes

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  14. 2 votes

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  15. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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  16. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    128 votes

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  17. 15 votes

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  18. 2 votes

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  19. 8 votes

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  20. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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