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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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224 results found

  1. 1 vote

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  2. The ability for a recipient to click "video contact", to contact the sender if they have questions on filling out the document. Use case: HR onboarding documents.

    1 vote

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  3. I have a quick question, can I re call an email i have sent by panda?

    21 votes

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  4. Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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  5. 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.

    12 votes

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

    14 votes

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  7. Disable access to the document for recipients once it's completed

    21 votes

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  8. There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.

    While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.

    Thanks

    1 vote

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  9. When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
    https://share.getcloudapp.com/7Kuq6LDp

    3 votes

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  10. Keep comments after moving a document from sent to draft status.

    1 vote

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  11. see all the comments where you were tagged in one place (it can be included in reporting, for instance).

    2 votes

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  12. Validation that the address is a confirmed street address

    9 votes

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  13. 1 vote

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  14. 1 vote

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  15. 28 votes

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  16. At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded

    7 votes

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  17. alert the creator of a document that it is still waiting for a signature after like 48 hours

    2 votes

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  18. I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

    4 votes

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  19. 1 vote

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  20. Users that are CC'd on a doc are not able to see the analytics when they first log in.

    They are brought to the Customer interface.

    To See the analytics they have to search the Doc library for the doc sent.

    1 vote

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