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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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221 results found

  1. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    2 votes

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

    2 votes

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

    2 votes

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  4. Set auto-reminder in one go for documents that have already been sent by bulk.

    9 votes

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  5. block content blocks for recipients during redlining

    1 vote

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  6. We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    5 votes

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  7. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    10 votes

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  8. Ability to share templates across accounts, not just workspaces.

    1 vote

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  9. 4 votes

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  10. 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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  11. 2 votes

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  12. Be able to download a completed document's specific pages, to share separately.

    3 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    35 votes

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  13. Use images in saved messages

    2 votes

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  14. 3 votes

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  15. A feature to reminder for renewals to various recipients will be great!

    3 votes

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  16. Allow non-document participants to follow a document's status progress without the need of being CC'd.

    5 votes

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  17. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    5 votes

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  18. We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    17 votes

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  19. When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    1 vote

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