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6 results found

  1. Move documents across workspaces and keep the statuses

    237 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Romil Mehta supported this idea  · 

  2. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Romil Mehta supported this idea  · 

  3. 'Search Bar' in move documents

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Romil Mehta shared this idea  · 

  4. Send the document automatically after approval

    82 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Romil Mehta supported this idea  · 

  5. Reminder customization: Customize the text in reminder message

    355 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  6. Renewal Reminders to various recipients

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Romil Mehta shared this idea  ·