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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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292 results found

  1. ability to copy links in bulk and not one at a time

    1 vote

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  2. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    27 votes

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  3. 2 votes

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  4. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    7 votes

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  5. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    113 votes

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  6. 13 votes

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  7. 2 votes

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  8. 8 votes

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  9. Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

    2 votes

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    Hi,
    Good news: we have already started working on this feature, and it's now ready for Early Access. Establish a secure and organized collaboration space for your deals — a central hub for organizing resources, sharing documents, and seamlessly collaborating and negotiating with your buyers. If you'd like to test it, reach out to our support team at support@pandadoc.com. You can also reach out to your Account Manager or Customer Success Manager if you have one. 

    Here's where you can learn more about it - Rooms.

  10. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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  11. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    52 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    3 votes

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