Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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  2. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    2 votes

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  3. For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.

    1 vote

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  4. PD was not user friendly enough for them. Went with docusign

    2 votes

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  5. Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    1 vote

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  6. 2 votes

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  7. send a follow-up email/document after document completion

    6 votes

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  8. I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.

    1 vote

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  9. Immediate payment option in billing page

    1 vote

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  10. Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center

    2 votes

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  11. Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/

    3 votes

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  12. 1 vote

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  13. If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.

    2 votes

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  14. 1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  15. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    4 votes

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  16. 1 vote

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  17. It would appear more professional to have numeric variables to reflect comma separators.

    2 votes

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  18. When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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  19. If you send a document via link, you should be able to resend it via email without having to edit the document and resend it

    1 vote

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  20. 2 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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