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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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282 results found

  1. 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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  2. Validation that the address is a confirmed street address

    9 votes

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  3. Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    45 votes

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  4. 29 votes

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  5. 1 vote

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

    2 votes

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  8. 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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  9. 1 vote

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  10. 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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  11. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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  12. control how often senders and recipients get notified about document changes

    1 vote

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  13. The ability to send declined document notifications to CC'd recipients as well.

    Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.

    9 votes

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  14. 285 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis of the 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.

  15. Keep the inline comment draft in place until the user deletes the draft comment or otherwise confirms that it is no longer needed.

    1 vote

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  16. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)

    9 votes

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  17. 2 votes

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  18. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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  19. Notifications about document updates for all recipients

    21 votes

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  20. A button on the document board to easily send reminders

    3 votes

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