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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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241 results found

  1. 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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  2. 4 votes

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  3. It would be helpful for us to have customization for the "Reasons for Declining" a document. We are mostly using PandaDoc internally for approvals and the standard reasons do not apply for us, making it confusing for our approvers on which selection to make.

    6 votes

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  4. 9 votes

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  5. 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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  6. 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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  7. Be able to attach a PDF to a saved message, so that you can send it with every document.

    4 votes

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  8. 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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  9. 4 votes

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  10. 4 votes

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

    7 votes

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  12. 1 vote

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  13. add collaborator through API while creating a document

    8 votes

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  14. Allow non-document participants to follow a document's status progress without the need of being CC'd.

    6 votes

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  15. 3 votes

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  16. Option to users access audit trail using link.

    5 votes

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

    4 votes

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  18. 4 votes

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  19. 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…

    9 votes

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  20. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually. The docs could maybe be combined into a single PDF temporarily just for printing purposes.

    1 vote

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