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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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280 results found

  1. Use images in saved messages

    8 votes

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  2. 4 votes

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  3. 1 vote

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  4. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  5. 7 votes

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  6. flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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

    1 vote

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  8. 7 votes

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  9. Be able to download a completed document's specific pages, to share separately.

    17 votes

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  10. Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    2 votes

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  11. 1 vote

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  12. 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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  13. Be able to attach a PDF to a saved message, so that you can send it with every document.

    5 votes

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  14. 9 votes

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  15. A feature to reminder for renewals to various recipients will be great!

    6 votes

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  16. 10 votes

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  17. We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    29 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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

    1 vote

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  20. 1 vote

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