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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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  3. Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    3 votes

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  4. add variables to the Room

    2 votes

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  5. 2 votes

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  6. After setting up the 'sender email' in the template level that they would like to send on behalf of (for example, marketing@pandadoc.com), when the user goes to send the document, they still have to manually change from their email (the doc creator) to the 'send on behalf' email - it does not update automatically. This is causing issues because users often may forget to manually change the email, and their recipients will not open the PandaDoc if they do not recognize the sender name.

    2 votes

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  7. It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.

    We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.

    2 votes

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  8. Automations: Paid status aside from Completed and Sent statuses.

    2 votes

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  9. Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    2 votes

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  10. download the PDF of the template with CSV added, for bulk send

    2 votes

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  11. 2 votes

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  12. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    2 votes

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  13. collaborators can see the attached files with the permission to view and comment the document

    2 votes

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  14. So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.

    2 votes

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  15. This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).

    2 votes

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  16. Document sequencing in a second workspace works with a shared template from first workspace

    2 votes

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  17. 2 votes

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  18. Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    2 votes

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  19. 2 votes

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  20. 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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