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Ideas to Improve PandaDoc

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  • 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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216 results found

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

    5 votes

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  2. 5 votes

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  3. 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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  4. The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

    5 votes

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

    4 votes

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  6. 4 votes

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  7. 4 votes

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  8. Notification when the new document draft is created from the template

    4 votes

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

    4 votes

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  10. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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  11. 4 votes

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  12. Webhook notification: document completed by all the recipients

    4 votes

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  13. 4 votes

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

    4 votes

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  15. 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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  16. Edit shared via different workspaces files

    4 votes

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  17. Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    4 votes

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  18. Allow Collaborators to use the search function for documents that have been shared with them.

    3 votes

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  19. When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.

    3 votes

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  20. The option to make a copy of the whole folder when sharing a folder with another workspace.

    3 votes

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