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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.

    24 votes

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  2. A possibility to restrict access permissions so that a user can only create and manage rooms.

    2 votes

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  3. Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    75 votes

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  4. Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.

    2 votes

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  5. We would like one account user to be able to sign the document and another to be able to send the document only

    2 votes

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  6. 2 votes

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  7. It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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  8. Ability to change the background color of the email received by the recipient

    3 votes

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  9. Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.

    3 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!

  10. IT admin role to view and manage licenses but not see private content/documents in workspaces such as Legal and HR where security and compliance are important.

    2 votes

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  11. Custom Role - restrict usage of reminders

    2 votes

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  12. Ability to use saved messages for eforms

    2 votes

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  13. It seems that when I change the logo, I can see inside the embedded document in the UI.
    But when I change the color of the button, that doesn't apply. (In info says that is applying for buttons from email). Does it not apply to embed documents?
    E.g. My button from email was changed to red, but that one from UI remains yellow.

    3 votes

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  14. Ability to set a primary owner of a workspace different than the Account Owner

    9 votes

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  15. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    2 votes

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  16. Allow users to only view certain items (templates/ documents/ forms/ content)

    2 votes

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  17. For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
    I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.

    3 votes

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  18. Only Admins have the ability to decline documents and not Managers

    1 vote

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  19. The ability of after sending a Document have the system automatically take you back to the home screen.

    1 vote

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  20. I want to change the number notation in the price table.

    It currently is € 12,345.00 (American notation), and we want it to be € 12.345,00 (European notation).

    3 votes

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