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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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276 results found

  1. Use images in saved messages

    8 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. 8 votes

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  3. Mark documents as read in the app to stop getting irrelevant notifications

    8 votes

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  4. 8 votes

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

    8 votes

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  6. The ability to send declined document notifications to CC'd recipients as well.

    Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.

    8 votes

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

    8 votes

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

    8 votes

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  9. 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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  10. 8 votes

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  11. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.

    7 votes

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  12. 7 votes

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  13. 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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  14. 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

    7 votes

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

    7 votes

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

    7 votes

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

    7 votes

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  18. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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  19. 6 votes

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  20. A feature to reminder for renewals to various recipients will be great!

    6 votes

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