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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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221 results found

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

    7 votes

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  3. 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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  4. 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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  5. Ability to share templates across accounts, not just workspaces.

    6 votes

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  6. Use images in saved messages

    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. 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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  9. 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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  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. 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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  12. 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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  13. 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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  14. 6 votes

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

    6 votes

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  16. Option to users access audit trail using link.

    5 votes

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

    5 votes

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  18. 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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  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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