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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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221 results found

  1. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  2. 1 vote

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  3. It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.

    This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.

    6 votes

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  4. 11 votes

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  5. 3 votes

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  6. 10 votes

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  7. Notification when the new document draft is created from the template

    4 votes

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  8. for the creator license to not be able to to edit the signing order in the document

    1 vote

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  9. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  10. 1 vote

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  11. 4 votes

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  12. 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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  13. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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  14. 1 vote

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

    23 votes

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  16. Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items

    9 votes

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  17. Ability to move a document to a folder from collaborators end.

    1 vote

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  18. White label email for reminders as well (not just initial email and expiration email)

    5 votes

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  19. Mark documents as read in the app to stop getting irrelevant notifications

    8 votes

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  20. 2 votes

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