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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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216 results found

  1. 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.

    7 votes

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  2. 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.

    7 votes

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

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

    6 votes

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

    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. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    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. 6 votes

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

    6 votes

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  14. Option to users access audit trail using link.

    5 votes

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  15. It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.

    This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.

    5 votes

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  16. White label email for reminders as well (not just initial email and expiration email)

    5 votes

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

    5 votes

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  18. An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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

    5 votes

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

    5 votes

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