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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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292 results found

  1. original sender's message to be forwarded using the email delivery method in sending the document

    1 vote

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  2. warning when you get down to the last 100 bulk sends available

    1 vote

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  3. Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.

    1 vote

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  4. Customer would like PD to remember the CSV file that they previously use before in bulk send

    1 vote

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  5. The option to make a copy of the whole folder when sharing a folder with another workspace.

    3 votes

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  6. Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    2 votes

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  7. 1 vote

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  8. Highlight the changes made to a document/template in the version history

    19 votes

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  9. download the PDF of the template with CSV added, for bulk send

    2 votes

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  10. sign with an Apple pencil

    1 vote

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  11. 1 vote

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  12. 2 votes

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  13. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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  14. We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    19 votes

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  15. Set auto-reminder in one go for documents that have already been sent by bulk.

    26 votes

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  16. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    2 votes

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  17. Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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  18. Be able to download a completed document's specific pages, to share separately.

    14 votes

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  19. Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.

    3 votes

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  20. 1 vote

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