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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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223 results found

  1. Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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  2. 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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  3. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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  4. 10 votes

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  5. manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level

    3 votes

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  6. Mark documents as read in the app to stop getting irrelevant notifications

    8 votes

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  7. 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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  8. 9 votes

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  9. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    2 votes

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

    4 votes

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  12. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    8 votes

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  13. Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items

    9 votes

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

    3 votes

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

    2 votes

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

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    1 vote

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  20. 1 vote

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