Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 5 votes

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  2. 1 vote

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

    1 vote

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  4. 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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  5. Maintain the comment in chat until the message is sent, deleted, or page refreshed.

    1 vote

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  6. 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.

    11 votes

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

    22 votes

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  8. 1 vote

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  9. 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

    8 votes

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

    12 votes

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  11. redlining summary of changes

    7 votes

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  12. 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.

    3 votes

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

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 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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  18. 2 votes

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  19. As an approver or signer I would like to have all action items in one place - in my Inbox. For now I see only CC and To sign items, while for approval items are in my email box only.

    The same applies to the mobile inbox. You can't find a document in the mobile application if you need to approve it. The only way is to find an email with the link which can land in spam or get lost among other emails.

    It also would be great to add a capability to send manual or automated reminders to…

    1 vote

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  20. 1 vote

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