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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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224 results found

  1. Share template from one account to another

    4 votes

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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Show the workspace name instead of the account name in email notifications

    3 votes

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

    1 vote

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  4. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    5 votes

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  5. 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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  6. Remove images from email notifications

    Delete images in notification emails sent from PandaDoc such as the profile image, little arrow on the forward box, and the company logo image.

    2 votes

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  7. Non-licensed user receive viewed notifications

    Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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  8. Enable redlining for the attachments

    Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. Redlining - Keep the document Grand Total

    Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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  10. Mentions within Comments

    the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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  11. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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  12. The ability to share the link in order to bulk send the documents

    1 vote

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  13. Self-sign notifications

    Ability to toggle the self-sign notifications off when sending the document

    2 votes

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  14. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. Add the ability for admin to have notifications for entire workspace

    Add the ability for admin to have notifications for entire workspace

    11 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Internal timeline and reminders for teams collaborating on a document

    Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    6 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. bulk-sent documents should inherit the source template reminders' setups

    bulk-sent documents should inherit the source template reminders' setups

    2 votes

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  18. Email Notif for potential scam/threat

    1 vote

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  19. Inline Commenting Email Notifications

    They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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  20. Notification when you force Send a Reminder

    2 votes

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