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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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216 results found

  1. 123 votes

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  2. Ability to schedule when to send a document

    114 votes

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  3. Possibility to send a payment reminder to the recipients in Editor 2.0

    84 votes

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  4. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    76 votes

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  5. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    64 votes

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  6. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    59 votes

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  7. 57 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    35 votes

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  8. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    34 votes

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  9. 31 votes

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  10. Be able to change the status of multiple documents at once.

    28 votes

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  11. customize the auto-reminder Time and Days

    26 votes

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  12. 26 votes

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  13. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    22 votes

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  14. Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    21 votes

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  15. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    20 votes

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  16. Documents via link sharing should only be accessible to the intended recipient.

    20 votes

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  17. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    19 votes

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  18. Be able to set up auto-reminders per signer, not only per document

    18 votes

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  19. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    18 votes

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