Notifications for non-document participants (non senders)
Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.
Shannon Morgan
shared this idea
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
-
Savannah Faulkner commented
Send a completed document to an email that is not a recipient of the completed document.
-
Sherwin John Mendoza commented
Customer would like to include an option in the notification settings for the sender to set someone to be notified when a document becomes complete
-
Rachel Lemieux commented
This would be a huge improvement to our organization!
-
Rehan Ahmad commented
Yes Very Needed Please!
-
Melissa Messer commented
This would be amazing!
-
Michael Antosy commented
Yes please! This will help in not just addressing client acquisition, but also churn.
-
AdminVince Bertucci (Admin, PandaDoc) commented
Customers want to be able to update the recipients of notifications for a document after it has been viewed or opened following its signing. This is particularly useful when an account transitions from an Account Executive to an Account Manager. Simply adding an Account Manager to the document is not a viable solution, as some customers use round-robin systems and do not know in advance who will be the recipient at the time of signature.
-
Knight Schwandt commented
Have the ability to forward completed documents via an automation vs. having to add people to the document as a CC. Adding as a CC creates a mess when sending via email and also is limited to a certain # of peoplle.
-
Jonathan Monje commented
The ability to receive notifications for documents without having to be added as a recipient or a sender.
-
Marco Ploeg commented
This is a NECESSITY for working with a team, for transparency and efficiency.
-
Cindy Popol commented
This feature is extremely important for our effective and efficient use of PandaDoc.
-
Tom Sedgwick from Solaray Energy commented
Hopefully, by being the 45th person to request this since 2020, it becomes a feature.
-
Jaynna Ellis Dela Llana commented
Have the other members of the team received a notification once the receiver signed the specific document
-
Charmyn Marchan commented
Allow non-document participants to follow a document's status progress and receive notifications without the need of being CC'd.
-
Faye Morton
commented
I used to get emails when a document had been sent to a client.
This no longer happens if I have already signed the document.
I would like to have the option there to receive an email when I have sent a document to a client. -
AdminCorey Purves (Admin, PandaDoc) commented
CC recipients on sent documents and have the option to be notified on the status change.