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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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207 results found

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

    4 votes

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  2. Option to have a collaborator in forms

    4 votes

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

    4 votes

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  4. Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items

    4 votes

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  5. 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!

    4 votes

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

    4 votes

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

    4 votes

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  8. Include the link to related to the document Salesforce notification in approval email.

    4 votes

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

    4 votes

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  11. 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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  12. Ability to share templates across accounts, not just workspaces.

    3 votes

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

    3 votes

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  14. 3 votes

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  15. 3 votes

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  16. Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    3 votes

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

    3 votes

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  18. disable the inbox notification (red indicator)

    3 votes

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

    3 votes

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  20. 3 votes

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