Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    4 votes

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  2. 2 votes

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  3. 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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  4. 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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  5. 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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  6. 5 votes

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  7. 1 vote

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

    1 vote

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  9. 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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  10. Maintain the comment in chat until the message is sent, deleted, or page refreshed.

    1 vote

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  11. Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    10 votes

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  12. how do i enable recipients to add comments against document content fro response back?

    21 votes

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  13. 1 vote

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  14. 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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  15. Track Changes (inline commenting, tracks who made changes and past versions)

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  16. redlining summary of changes

    4 votes

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  17. Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    2 votes

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  18. send a mass email to all panda doc users on the team

    1 vote

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  19. 1 vote

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  20. 1 vote

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