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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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296 results found

  1. add variables to the Room

    4 votes

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  2. Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    3 votes

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  3. Rooms: General Room chat feature for room members
    Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.

    2 votes

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  4. Separate Room templates into folders

    2 votes

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  5. Create a PandaDoc Room when deals reach a certain stage in HubSpot

    2 votes

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  6. I have some recipients that don't want to upload the redlined Word document back into PandaDoc. Instead, they email the redlined document back to us. We would like a way to upload it on their behalf in the redline process. Currently, when they do this, we have to manually put all of their changes back into the document, which is time consuming. Offering a way to upload the suggested revision DocX back into PandaDoc on their behalf would save time, so it can be tracked under their suggested changes. We have a lot of lawyers that do not want to…

    2 votes

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  7. Since we have rooms to be used for customers and clients as some sort of a Data Base management storage for all needed documents, video training, and links. It would be beneficial also to incorporate the following:

    • Use of PowerPoint to be a part of Presentation in Rooms
    • Share Rooms across Worksapces
    • Ability to Pre-selecting docs to show in the rooms (For Client visibility)
    1 vote

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  8. Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms

    2 votes

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  9. Customer needs a way for Legal team member that is CC'd on document to be able to approve/reject any edits suggested by recipient without having to be the sender of the document. 'Send As' feature is clunky and requires too many different procedural steps. Need a way to SELECT who will approve/reject edits and CAN be someone who is added to document and not the Sender.

    1 vote

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  10. customize SMS verification

    5 votes

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  11. 1 vote

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  12. When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.

    2 votes

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  13. Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

    1 vote

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  14. 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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  15. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    15 votes

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  16. Hi, After sending the document to the receipt , I would love to send a customized notifications on particular date or frequency, or with customized comments. Currently there is only one option, the reminder will go after every 3 days, it should be customizable with the text and should allow to set based on the user wish

    3 votes

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  17. Allow Collaborators to use the search function for documents that have been shared with them.

    3 votes

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  18. Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually

    1 vote

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  19. When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.

    3 votes

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  20. Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document from another workspace into the active workspace

    1 vote

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