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  1. Ability to change left side structure in PandaDoc Rooms

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Umar Shariff shared this idea  · 

  2. Auto-reminders: customize the text in reminder message

    339 votes

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

    256 votes

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