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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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292 results found

  1. Be able to send a reminder to fill out a form.

    2 votes

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  2. native text messaging.

    2 votes

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  3. 1 vote

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  4. Would like to share docs via links in other statuses except for draft in a mobile version

    2 votes

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  5. The ability to send declined document notifications to CC'd recipients as well.

    Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.

    7 votes

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  6. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    5 votes

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  7. 3 votes

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  8. stop the email/reminders on the recipient's end

    1 vote

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  9. disable the inbox notification (red indicator)

    3 votes

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  10. Give option for admins to disable the collaborator button.

    12 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    45 votes

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  11. Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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  12. Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.

    1 vote

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  13. Notification for signed but did not hit the Finish button

    23 votes

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  14. Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    8 votes

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  15. Ability to not loose content when two users is editing the same doc at the same time

    2 votes

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  16. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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  17. I have a quick question, can I re call an email i have sent by panda?

    20 votes

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  18. It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    8 votes

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  19. An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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