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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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240 results found

  1. 1 vote

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  2. 2 votes

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  3. Disable access to the document for recipients once it's completed

    16 votes

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  4. ability to pass the document to On Hold status

    4 votes

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  5. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    6 votes

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  6. 1 vote

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  7. The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template

    6 votes

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  8. 6 votes

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  9. 1 vote

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  10. 27 votes

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  11. Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    5 votes

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  12. Webhook notification: document completed by all the recipients

    4 votes

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  13. 1 vote

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  14. notification if the User/Sender can be notified if the recipient prints out the document?

    8 votes

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  15. 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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  16. 4 votes

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

    2 votes

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  18. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    9 votes

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  19. I would like the recipient reply more than one emails when replying notification email.

    4 votes

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  20. 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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