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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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279 results found

  1. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. External Collaboration Feature

    External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. Make a copy of the whole folder when sharing folder with workspace

    The option to make a copy of the whole folder when sharing a folder with another workspace.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    4 votes

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  6. Send reminder if the CC'd user haven't viewed the document

    4 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  7. Notification when the document draft is created

    Notification when the new document draft is created from the template

    4 votes

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  8. ability to invite collaborators on several documents at once

    4 votes

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  9. Control reminders for docs created from Pipedrive deals

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

    4 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Saved Message Folder

    I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

    4 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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  12. PandaDoc Project Mangemnet

    Create Projects with documents and tasks assigned to users.

    4 votes

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  13. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

    4 votes

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  14. ability to pass the document to On Hold status

    ability to pass the document to On Hold status

    4 votes

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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Webhook event for doc completed by all recipients

    Webhook notification: document completed by all the recipients

    4 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. No reply notification/no reply email

    4 votes

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  17. Replying notification email

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

    4 votes

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  18. Share template from one account to another

    4 votes

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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Custom message when sending via SMS

    Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    3 votes

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  20. Customized Notifications to the Prospects

    Hi, After sending the document to the receipt , I would love to send a customized notifications on particular date or frequency, or with customized comments. Currently there is only one option, the reminder will go after every 3 days, it should be customizable with the text and should allow to set based on the user wish

    3 votes

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