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  1. Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)

    39 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Luke Settle commented  · 

    Ability to customize notifications by document role (signer notifications, recipient CC notifications, form creator notifications, etc).

    Luke Settle supported this idea  · 

  2. Customize who receives email notifications

    49 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not planned  ·  AdminMolly Abrams (Admin, 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!

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    Luke Settle commented  · 

    I want to be able to customize what notifications CC recipients receive. Currently if they are CCed they get 2 notifications. 1 for the document being created, and another for the completed document. This doesn't make sense - they are not signing it, why wouldn't you be able to customize and only send them 1 completed document file?

    Luke Settle supported this idea  · 

  3. Include attachments into document completed email notification

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Luke Settle commented  · 

    This is huge. A big part of the workflow around e-signature is having the complete packet of everything sent with the signature. When this isn't included customers have to come back to the signature file in pandadoc and don't have a single PDF with the information sent for signature... Big issue and this should be at least an option to toggle on or off for Documents, templates and Forms

    Luke Settle supported this idea  · 

  4. CFR-11

    106 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    This is a great suggestion and we have had other customers asking about this feature as well. We are looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. 


    Thank you!

    Luke Settle supported this idea  · 

  5. Redirect recipient to a custom URL upon completion

    387 votes

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    46 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Luke Settle supported this idea  · 

  6. Access and complete the form without entering any information or email address

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Luke Settle supported this idea  · 

  7. form redirect

    26 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Luke Settle supported this idea  · 

  8. in-person signing for forms

    14 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Luke Settle commented  · 

    This would be a HUGE feature. We have a large salesforce that doesn't need to have a PandaDoc account and needs to be able to open up a set Form and get it signed right then and there. Having to wait for the signer to get the email, open it up on their device, etc. wastes valuable time. Please implement this!

    Luke Settle supported this idea  ·