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  1. 329 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
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    AdminVivian Mach (Admin, PandaDoc) commented  · 

    I would love to be able to send a reminder to clients on docs that do not require a signature.

    Even if I simply added a checkbox or Radio button to the end of the document, I'd need to be able to customize the wording of the reminder so that it doesn't prompt for a signature.

    I simply want to remind prospects to review the document prior to our meeting together if I see it has not yet been viewed.

  2. 4 votes

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  3. 33 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  4. 21 votes

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  5. 73 votes

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    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!

    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  6. 3 votes

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  7. 10 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  8. 54 votes

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  9. 40 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  10. 15 votes

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  11. 12 votes

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    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!

    AdminVivian Mach (Admin, PandaDoc) shared this idea  · 
  12. 3 votes

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  13. 22 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  14. 104 votes

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    On roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

  15. 63 votes

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    Hi there! 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!

  16. 9 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  17. 1 vote

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    AdminVivian Mach (Admin, PandaDoc) shared this idea  · 
  18. 27 votes

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  19. 6 votes

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  20. 52 votes

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    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!

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