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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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225 results found

  1. 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.

    9 votes

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

    9 votes

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  3. 9 votes

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

    9 votes

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  5. The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

    9 votes

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

    9 votes

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

    8 votes

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  8. 8 votes

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

    8 votes

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  10. notification if the User/Sender can be notified if the recipient prints out the document?

    8 votes

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  11. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    8 votes

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  12. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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  13. 8 votes

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  14. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.

    7 votes

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  15. 7 votes

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  16. 7 votes

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  17. show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    7 votes

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  18. At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded

    7 votes

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  19. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    7 votes

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  20. Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    7 votes

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