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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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221 results found

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

    5 votes

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  2. add collaborator through API while creating a document

    5 votes

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  3. 5 votes

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  4. Give option for admins to disable the collaborator button.

    5 votes

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  5. Have expiration/reminder settings on a template which is used in Bulk Send to remain

    5 votes

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  6. disabling all reminders at a time

    5 votes

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  7. 5 votes

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  8. My client does not have an email address. Is there any way I can send her a link for her to sign?

    5 votes

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  9. 4 votes

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

    4 votes

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

    4 votes

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  12. Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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  13. When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    4 votes

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  14. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    4 votes

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  15. Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    4 votes

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  16. Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    4 votes

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  17. I would like the recipient reply more than one emails when replying notification email.

    4 votes

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  18. Include the link to related to the document Salesforce notification in approval email.

    4 votes

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  19. Customer is interested in having a notification for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    4 votes

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  20. Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    4 votes

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