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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

    368 votes

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    36 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

    252 votes

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