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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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292 results found

  1. recipient comments on a document. click "view in document" to take you directly to the comment in the document

    When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
    https://share.getcloudapp.com/7Kuq6LDp

    2 votes

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  2. Reminder Tab in left-side navigation menu

    Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.

    2 votes

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  3. Personal notifications on the template/form level

    manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level

    2 votes

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  4. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    2 votes

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  5. Send reminder from document view

    A button on the document board to easily send reminders

    2 votes

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  6. Scan for Automatic Renewal Date

    Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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  7. Allow limiting of invite

    Limit invite feature on documents, so recipients can't invite to collaborate.

    2 votes

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  8. Form reminder

    Be able to send a reminder to fill out a form.

    2 votes

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  9. native text messaging

    native text messaging.

    2 votes

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  10. share via link for non-drafts documents in a mobile app

    Would like to share docs via links in other statuses except for draft in a mobile version

    2 votes

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  11. Ability to not loose content when two users is editing the same doc at the same time

    Ability to not loose content when two users is editing the same doc at the same time

    2 votes

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  12. Choose which Admin will receive Workspace Join Notifications

    Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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  13. Automatically apply the signature after the customer signs the document in PandaDoc.

    2 votes

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  14. Add document links to Pipedrive (any CRM record)

    Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

    2 votes

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  15. reply email comment

    I would like the email notifications to be able to accept replies and post the comments back into the document

    2 votes

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  16. Block specific email notifications for specific users

    2 votes

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  17. Enable redlining for the attachments

    Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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  18. Redlining - Keep the document Grand Total

    Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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  19. Self-sign notifications

    Ability to toggle the self-sign notifications off when sending the document

    2 votes

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  20. bulk-sent documents should inherit the source template reminders' setups

    bulk-sent documents should inherit the source template reminders' setups

    2 votes

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