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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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295 results found

  1. customize SMS verification

    5 votes

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  2. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    5 votes

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  3. Be able to attach a PDF to a saved message, so that you can send it with every document.

    5 votes

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  4. 5 votes

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  5. Option to users access audit trail using link.

    5 votes

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  6. Add CLI/attachments to a document under specific circumstances

    5 votes

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

    5 votes

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  8. 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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  9. 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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  10. Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    5 votes

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  11. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    5 votes

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

    5 votes

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  13. Customer is interested in having a notification/reporting 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)

    5 votes

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  14. 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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  15. Edit shared via different workspaces files

    5 votes

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  16. External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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  17. 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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  18. 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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  19. 4 votes

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  20. 4 votes

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