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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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292 results found

  1. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    5 votes

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  2. Allow other people besides The document owner to receive renewal notification emails

    17 votes

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  3. Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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  4. Notification once a user turns off the Email Attachment.

    1 vote

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  5. would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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  6. 1 vote

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  7. notification if the User/Sender can be notified if the recipient prints out the document?

    8 votes

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  8. It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

    1 vote

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  9. Create Projects with documents and tasks assigned to users.

    3 votes

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  10. An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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  11. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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  12. Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    1 vote

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  13. Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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  14. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    6 votes

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  15. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    9 votes

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  16. The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template

    6 votes

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  17. ability to pass the document to On Hold status

    4 votes

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  18. 3 votes

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  19. Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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  20. disable the inbox notification (red indicator)

    3 votes

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