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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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294 results found

  1. customize SMS verification

    4 votes

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  2. 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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  3. 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.

    14 votes

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

    3 votes

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  5. Can we have a reminder option for document expiration in 7 days in addition to the current 1 day reminder? Also, can the sales rep receive these notifications as well?

    1 vote

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  6. 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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  7. 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

    2 votes

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  8. 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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  9. 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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  10. https://drive.google.com/file/d/1p6-IFYc2Vu7bQGN12wdZzTfoXdKC7RPq/view?usp=drivesdk

    It would benefit to multi select several documents at the same time for a specific task.

    1 vote

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  11. Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.

    1 vote

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  12. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    26 votes

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  13. Option to disable QES for the whole account and all workspaces at once

    1 vote

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

    2 votes

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    • Will allow the signer to view the next page after they sign the initial page
    1 vote

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  15. showing changes in documents requiring approval.

    1 vote

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  16. Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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  17. original sender's message to be forwarded using the email delivery method in sending the document

    1 vote

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  18. warning when you get down to the last 100 bulk sends available

    1 vote

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  19. Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.

    1 vote

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