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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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207 results found

  1. It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    8 votes

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  2. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    8 votes

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  3. 8 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.

    8 votes

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  5. 8 votes

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

    7 votes

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  7. show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    7 votes

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  8. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    7 votes

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  9. add collaborator through API while creating a document

    7 votes

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  10. 7 votes

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  11. notification if the User/Sender can be notified if the recipient prints out the document?

    7 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.

    7 votes

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

    7 votes

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

    7 votes

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  15. 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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  16. 6 votes

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  17. Custom QR code to our documents for recipients to use.

    6 votes

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

    6 votes

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  19. 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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  20. At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded

    6 votes

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