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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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221 results found

  1. 8 votes

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

    7 votes

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  3. notifications should be sent to everyone who was signed/received the document

    7 votes

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  4. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    7 votes

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  5. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    7 votes

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  6. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    6 votes

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  7. Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.

    6 votes

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  8. 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.

    6 votes

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  9. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    6 votes

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  10. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    6 votes

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  11. The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template

    6 votes

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  12. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    6 votes

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  13. 6 votes

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  14. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    6 votes

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  15. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    6 votes

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  16. 6 votes

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  17. 6 votes

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  18. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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  19. 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

    5 votes

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  20. Allow non-document participants to follow a document's status progress without the need of being CC'd.

    5 votes

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