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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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240 results found

  1. Provide suggested edits notification to the person the document was sent on behalf of

    This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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  2. White label email for reminders as well (not just initial email and expiration email)

    White label email for reminders as well (not just initial email and expiration email)

    5 votes

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  3. Send a notification to the PD user when someone makes a payment via a PD payment gateway.

    1 vote

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  4. Granular Notification Settings for Forms initiators and workflow receipients

    Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    9 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Reminder Tab in left-side navigation menu

    Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.

    2 votes

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  6. Option to have a collaborator in forms

    Option to have a collaborator in forms

    10 votes

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  7. Add a possibility to presave user groups

    Would be great to have a possibility to save a user group for a more convenient process.

    3 votes

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  8. inline comments: comment on a cell, text box, or section

    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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  9. QR code for documents

    Custom QR code to our documents for recipients to use.

    10 votes

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  10. ability to migrate/transfer image library from one workspace to another (EASILY)

    Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    12 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. PrintDriver

    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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  12. conditional signatures

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

    1 vote

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  13. Control reminders for docs created from Pipedrive deals

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

    4 votes

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  14. zoom - Ability to change workspaces within Zoom/PandaDoc App

    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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  15. ability to copy and paste line items

    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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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Disable document and signature forwarding by default

    7 votes

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  17. Personal notifications on the template/form level

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

    2 votes

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  18. Mark documents as read/App

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

    8 votes

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  19. Saved Message Folder

    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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  20. Disable option "send document" via app (leave only share via link)

    disable option "send document" via app
    (leave only share via link)

    8 votes

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