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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6 results found

  1. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    324 votes

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    31 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Edit / customize text in all email notifications including Completion or Signed Email Message

    Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    226 votes

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    36 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi!


    We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Don’t hesitate to reach out if you have any other ideas.

  3. Change account timezone within the system

    Have an option to change timezone of the application to AEST.

    78 votes

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    9 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Export Contacts List

    77 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    65 votes

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    12 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. 

    We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

    Activity reporting per user as to when the user logged in/logged out of the system

    44 votes

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    7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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