Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Edit shared via different workspaces files

    2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  2. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    1 vote

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  3. Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    6 votes

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  4. Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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  5. Possibility to add a couple of recipients as the first/second/third one to receive a document. For example:
    1 person first
    then to 5 persons
    then to 3 persons

    1 vote

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  6. 2 votes

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  7. 1 vote

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  8. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    15 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  9. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    1 vote

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  10. the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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  11. Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    2 votes

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  12. redlining summary of changes

    4 votes

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  13. Ability to add recipients at the time of doc sending (by editing the To: field in the send dialog box)

    1 vote

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  14. They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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  15. 1 vote

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  16. Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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  17. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  18. Ability to click and drag space between comment editor and messages to allow to view your message in a larger space vs only 2-3 lines at once.

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  19. Maintain the comment in chat until the message is sent, deleted, or page refreshed.

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  20. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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