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  1. Images passed from Salesforce to pricing tables

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 

  2. Reminder customization: Customize the text in reminder message

    324 votes

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

  3. Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminVivian Mach (Admin, PandaDoc) commented  · 

    They want the ability to disable the PDF download option on a template. Reason being, is that some of their users are downloading the doc as a PDF and then sending it outside of PD so they cant track it. Managers want to remove that option so they have to send via PD.

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