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  1. Ability to change left side structure in PandaDoc Rooms

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    Umar Shariff shared this idea  · 

  2. Reminder customization: Customize the text in reminder message

    357 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!

    Umar Shariff supported this idea  · 
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    Umar Shariff commented  · 

    Hi,

    After we send the proposal, we are setting up a workflow to send reminders. Sometimes, we need to highlight pain or offer dates in a proposal to make the client sign off. So we need the option to write a message when clicking the "Send Reminder" button. If not, when we put a public chat message, it should send notification to the recipient.

    Thanks!
    Umar Shariff

  3. Edit / customize text in all email notifications including Completion or Signed Email Message

    246 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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