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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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296 results found

  1. 1 vote

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  2. 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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  3. 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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  4. 9 votes

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

    4 votes

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  6. 10 votes

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  7. 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

    19 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!

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

    1 vote

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  10. 1 vote

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  11. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  12. a way to download all the emails for the people that only viewed my template

    3 votes

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  13. 5 votes

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  14. 3 votes

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  15. 1 vote

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  16. 2 votes

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  17. 12 votes

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  18. 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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  19. Option to users access audit trail using link.

    5 votes

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  20. Set auto-reminder in one go for documents that have already been sent by bulk.

    27 votes

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