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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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235 results found

  1. 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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  2. Option to have a collaborator in forms

    10 votes

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  3. 3 votes

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  4. 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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  5. Custom QR code to our documents for recipients to use.

    11 votes

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  6. 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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  7. 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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  8. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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

    4 votes

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  10. 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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  11. 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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  12. 8 votes

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

    8 votes

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  15. 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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  16. 8 votes

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  17. 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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  18. 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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  19. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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

    6 votes

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