Settings and activity

4 results found

1. Ability to change left side structure in PandaDoc Rooms

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   0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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   Umar Shariff shared this idea  ·  Jun 5, 2024

2. Reminder customization: Customize the text in reminder message

   336 votes

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   32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Umar Shariff supported this idea  ·  Aug 7, 2022
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   Umar Shariff commented  ·  Aug 7, 2022  ·  Edit…  ·  Delete…

   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

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3. Payment reminders

   136 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Early access  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there! 

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.

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

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   235 votes

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   38 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.