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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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292 results found

  1. 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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  2. When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    3 votes

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  3. When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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  4. Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    3 votes

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  5. 3 votes

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  6. flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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  7. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  8. a way to download all the emails for the people that only viewed my template

    3 votes

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  9. 3 votes

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  10. 3 votes

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  11. 3 votes

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  12. manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level

    3 votes

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  13. Create Projects with documents and tasks assigned to users.

    3 votes

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  14. 3 votes

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  15. disable the inbox notification (red indicator)

    3 votes

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

    3 votes

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  17. 3 votes

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  18. Make available PDFs more than 25 MB be attached to the notification and delivered to the client.

    3 votes

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  19. 3 votes

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  20. 3 votes

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