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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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137 results found

  1. 15 votes

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  2. Custom QR code to our documents for recipients to use.

    14 votes

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  3. When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    14 votes

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  4. Option to have a collaborator in forms

    13 votes

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  5. Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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  6. 13 votes

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  7. add collaborator through API while creating a document

    12 votes

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  8. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    12 votes

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  9. 11 votes

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  10. Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    11 votes

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  11. notification if the recipient downloads or prints out the document?

    11 votes

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  12. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    11 votes

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  13. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    11 votes

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  14. Use images in saved messages

    10 votes

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  15. 10 votes

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  16. Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    10 votes

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  17. 10 votes

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  18. 10 votes

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  19. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    10 votes

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  20. The ability to send declined document notifications to CC'd recipients as well.

    Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.

    10 votes

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