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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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240 results found

  1. Ability to toggle auto-filling of information within pricing tables

    1 vote

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  2. Send notifications to team member instantly despite the fact the signing order is used

    1 vote

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  3. Pop up notification for admin for all users

    Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    1 vote

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  4. Pricing table comments per each item quoted

    1 vote

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  5. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  6. Need to improve comment visibility in signing order

    Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  7. Notifications for several workspaces

    Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  8. Collaborative Dashboard

    A place where all workspace dashboards are available to view collaboratively

    1 vote

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  9. Receive the "completed by a recipient" notification when both the sender is a signer even when there's no signing order set.

    1 vote

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  10. stop the email/reminders on the recipient's end

    stop the email/reminders on the recipient's end

    1 vote

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  11. Assigning Sections of Document to Internal Team

    Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.

    1 vote

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  12. notification for when content items need updated

    1 vote

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  13. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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

    1 vote

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  15. Locating files shared with workspaces in the root folder

    1 vote

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  16. Leave drop down widgets unassigned after filling them out, when creating a new document

    When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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  17. Additional notification settings for recipients

    1 vote

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

    1 vote

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  19. Viewed Notifications Emails from Client Views Only

    Viewed Notifications Emails from Client Views Only

    1 vote

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

    1 vote

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