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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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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221 results found

  1. Documents via link sharing should only be accessible to the intended recipient.

    22 votes

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  2. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    21 votes

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  3. Notification for signed but did not hit the Finish button

    20 votes

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  4. 20 votes

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  5. Be able to set up auto-reminders per signer, not only per document

    20 votes

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  6. Set auto-reminder in one go for documents that have already been sent by bulk.

    18 votes

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  7. I have a quick question, can I re call an email i have sent by panda?

    17 votes

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  8. Notifications about document updates for all recipients

    17 votes

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  9. Customizable message when automatically receives completed PDF document to signors.

    14 votes

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  10. Disable access to the document for recipients once it's completed

    13 votes

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  11. Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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  12. 13 votes

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  13. Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    12 votes

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  14. Add the ability for admin to have notifications for entire workspace

    11 votes

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  15. Allow other people besides The document owner to receive renewal notification emails

    10 votes

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  16. disabling all reminders at a time

    10 votes

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  17. Be able to download a completed document's specific pages, to share separately.

    9 votes

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  18. We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    9 votes

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  19. 9 votes

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  20. Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    9 votes

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