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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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5 results found

  1. customize the auto-reminder Time and Days

    42 votes

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  2. Possibility to send a payment reminder to the recipients in Editor 2.0

    136 votes

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  3. 106 votes

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    Exciting news! 🚀 Next week, we'll be opening early access to our latest feature – the ability to send documents via text (SMS). You'll have the flexibility to configure the delivery method, choosing between email or text (SMS) for each recipient in the document. The best part? It's free for all business and enterprise plan users.

    If you're interested in joining the early access, please message me back.

    Cheers,

    Igor, Product Team

  4. 26 votes

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    Hi there! I'm happy to share that the latest update to our reminders feature now enables you to schedule daily repeat reminders. Additionally, you can send these reminders not only via email but also through text (SMS). Interested in early access? Just message me back.

    Igor, Product Team

  5. Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

    2 votes

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    Hi,
    Good news: we have already started working on this feature, and it's now ready for Early Access. Establish a secure and organized collaboration space for your deals — a central hub for organizing resources, sharing documents, and seamlessly collaborating and negotiating with your buyers. If you'd like to test it, reach out to our support team at support@pandadoc.com. You can also reach out to your Account Manager or Customer Success Manager if you have one. 

    Here's where you can learn more about it - Rooms.

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