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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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279 results found

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

    6 votes

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

    6 votes

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  3. 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.

    6 votes

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  4. 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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  5. 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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  6. 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.

    6 votes

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  7. 6 votes

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

    6 votes

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  9. Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    5 votes

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  10. customize SMS verification

    5 votes

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  11. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    5 votes

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  12. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    5 votes

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  13. 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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  14. 5 votes

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  15. Option to users access audit trail using link.

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

    5 votes

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