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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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115 results found

  1. Add Collaborators on Templates like documents

    We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    48 votes

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    9 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. Renewal Reminders to various recipients

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

    7 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. More connection between workspaces: Design options, themes, settings shared between workspaces

    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    55 votes

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    9 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  4. Customize who receives email notifications

    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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    10 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. 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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  6. 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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. Add a possibility to presave approval groups

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

    10 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. 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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  12. Move documents across workspaces and keep the statuses

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

    260 votes

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    37 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. 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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  14. 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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. 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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Disable document and signature forwarding by default

    11 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. The ability to restore deleted inline comments

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Disable option "send document" via app (leave only share via link)

    disable option "send document" via app
    (leave only share via link)

    10 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Reminders that can be sent to non-signers

    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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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Notification for signed but did not hit the Finish button

    Notification for signed but did not hit the Finish button

    24 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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