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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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207 results found

  1. Pop-up warning for unresolved inline comments prior sending

    1 vote

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  2. Locating files shared with workspaces in the root folder

    1 vote

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  3. Add document links to Pipedrive (any CRM record)

    Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

    1 vote

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  4. Additional notification settings for recipients

    1 vote

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  5. Block the default email notification with final copy for a specific user

    1 vote

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  6. Viewed Notifications Emails from Client Views Only

    Viewed Notifications Emails from Client Views Only

    1 vote

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  7. Send a notification when PandaDoc account is disconnected from Salesforce

    1 vote

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  8. Option to set up automatic reminders by selecting a user of the account

    having an option to set up autoreminders for all the documents created by a particular user of the account

    1 vote

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  9. Remove images from email notifications

    Delete images in notification emails sent from PandaDoc such as the profile image, little arrow on the forward box, and the company logo image.

    1 vote

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  10. Non-licensed user receive viewed notifications

    Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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  11. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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  12. The ability to share the link in order to bulk send the documents

    1 vote

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  13. Email Notif for potential scam/threat

    1 vote

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  14. Inline Commenting Email Notifications

    They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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  15. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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  16. Automatic notification to check the document before sending it (after it's approved)

    1 vote

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  17. Add a message about a reminder's successful delivery

    1 vote

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  18. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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  19. Notification for template editing

    The notification that you are about editing the template.

    1 vote

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  20. a notification available in PD that allows you to know that the original recipient has forwarded a document to another for signature

    1 vote

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