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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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221 results found

  1. Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]

    route notifications to another person

    8 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Add an attached file to saved messages

    Be able to attach a PDF to a saved message, so that you can send it with every document.

    5 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Send as PDF with link to PandaDoc

    Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. Send reminder if the CC'd user haven't viewed the document

    4 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Ability to update document when a template is updated

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Restrict editing of blocks when Suggest Edits is turned on

    When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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  7. Include all users in the Leaderboard

    Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    2 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. Renewal Reminders to various recipients

    A feature to reminder for renewals to various recipients will be great!

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. add collaborator through API while creating a document

    add collaborator through API while creating a document

    11 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. improved collaborators feature: track changes

    show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    8 votes

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  11. flag/alert/notification for when a discount is applied in a document

    flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. Conditional attachments

    Add attachments to a document under specific circumstances

    8 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  13. QR code for documents

    Custom QR code to our documents for recipients to use.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Option to have a collaborator in forms

    Option to have a collaborator in forms

    13 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. Granular Notification Settings for Forms initiators and workflow receipients

    Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    10 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Add a possibility to presave approval groups

    Would be great to have a possibility to save a approval group for a more convenient process.

    9 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Custom Role Permission: Accepting/Rejecting redlines

    Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    3 votes

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  19. ability to migrate/transfer image library from one workspace to another (EASILY)

    Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    12 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Report for viewed documents

    a way to download all the emails for the people that only viewed my template

    4 votes

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