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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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234 results found

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

    1 vote

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

    5 votes

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  3. 8 votes

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

    8 votes

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  5. 1 vote

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

    21 votes

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

    4 votes

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

    6 votes

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

    21 votes

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  11. 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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  12. Give option for admins to disable the collaborator button.

    13 votes

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

    1 vote

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  14. 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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  15. Validation that the address is a confirmed street address

    9 votes

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  16. 1 vote

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  17. 1 vote

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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.

    10 votes

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  19. 28 votes

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  20. 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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