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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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291 results found

  1. 4 votes

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  2. 4 votes

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  3. Notification when the new document draft is created from the template

    4 votes

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  4. Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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  5. I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

    4 votes

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  6. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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  7. ability to pass the document to On Hold status

    4 votes

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  8. Webhook notification: document completed by all the recipients

    4 votes

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  9. 4 votes

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

    4 votes

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  11. Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    4 votes

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  12. Edit shared via different workspaces files

    4 votes

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  13. 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.

    4 votes

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  14. Allow Collaborators to use the search function for documents that have been shared with them.

    3 votes

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  15. When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.

    3 votes

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  16. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    3 votes

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  17. The option to make a copy of the whole folder when sharing a folder with another workspace.

    3 votes

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  18. Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.

    3 votes

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  19. From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
    Why is it only the client can decline?

    3 votes

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  20. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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