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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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225 results found

  1. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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  2. Pop-up warning for unresolved inline comments prior sending

    1 vote

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  3. Locating files shared with workspaces in the root folder

    1 vote

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  4. Leave drop down widgets unassigned after filling them out, when creating a new document

    When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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  5. Additional notification settings for recipients

    1 vote

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  6. Block the default email notification with final copy for a specific user

    1 vote

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  7. Viewed Notifications Emails from Client Views Only

    Viewed Notifications Emails from Client Views Only

    1 vote

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  8. Send a notification when PandaDoc account is disconnected from Salesforce

    1 vote

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  9. Option to set up automatic reminders by selecting a user of the account

    having an option to set up autoreminders for all the documents created by a particular user of the account

    1 vote

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  10. Non-licensed user receive viewed notifications

    Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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  11. Mentions within Comments

    the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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  12. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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  13. The ability to share the link in order to bulk send the documents

    1 vote

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  14. Email Notif for potential scam/threat

    1 vote

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  15. Inline Commenting Email Notifications

    They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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  16. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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  17. Add a message about a reminder's successful delivery

    1 vote

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  18. EV2- Automatically show chatbox section upon opening the document

    1 vote

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  19. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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  20. a notification available in PD that allows you to know that the original recipient has forwarded a document to another for signature

    1 vote

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