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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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112 results found

  1. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    79 votes

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  2. add collaborator through API while creating a document

    11 votes

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  3. 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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  4. Add attachments to a document under specific circumstances

    8 votes

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  5. Custom QR code to our documents for recipients to use.

    14 votes

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  6. Option to have a collaborator in forms

    13 votes

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  7. 10 votes

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  8. 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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  9. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    260 votes

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  10. 5 votes

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

    4 votes

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  13. 11 votes

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  14. 3 votes

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  15. 10 votes

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  16. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    10 votes

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  17. Notification for signed but did not hit the Finish button

    24 votes

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  18. When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    14 votes

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  19. 2 votes

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  20. Give option for admins to disable the collaborator button.

    15 votes

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