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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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224 results found

  1. Self-sign notifications

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

    2 votes

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  2. 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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  3. Notification when you force Send a Reminder

    2 votes

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  4. Notification only to a Specific Template/Document

    2 votes

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  5. An email notification about a doc being updated (=edited and resent)

    2 votes

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  6. Report for documents with reminders

    is it possible to have a report which documents have an reminder option on please?

    2 votes

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  7. Notification everytime edits are being made

    2 votes

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  8. [Administration] sub-workspaces

    2 votes

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  9. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    2 votes

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  10. Notification if the document is deleted

    A way to get emailed if a documented is deleted.

    2 votes

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  11. Notification of unfilled fields for sender

    2 votes

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  12. Ability to upload PDFs to comments on a document

    2 votes

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  13. Display the doc Sender's name as Sender in all PandaDoc notifications (i.e. Document Completed by all participants)

    2 votes

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  14. notification for Acc Owner when invite for collaborator has been sent

    Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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  15. Expiration date: sales contract, should have option to default set at months end or just a few days before

    When sending out an contract you now have the option to select nummer of days valid.

    more logical would be a good list like
    [ ] days before end of month
    [ ] days before end of next month
    [ ] days before end of this quarter

    Or more simple
    end of this month
    end of next month
    this quarter
    next quarter

    1 vote

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  16. Webhook fire on document name changes

    It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.

    1 vote

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  17. download a copy of the Bulk send CSV file after it gets uploaded to Pandadoc

    1 vote

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  18. for the creator license to not be able to to edit the signing order in the document

    for the creator license to not be able to to edit the signing order in the document

    1 vote

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  19. Hide the icon that shows which users are viewing the same document

    1 vote

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  20. send PandaDoc document instead of word while setting up the White labeling feature.

    send PandaDoc document instead of word while setting up the White labeling feature.

    https://pandadoc.zendesk.com/agent/tickets/390995

    1 vote

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