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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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221 results found

  1. 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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  2. 1 vote

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  3. can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session

    1 vote

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  4. We have a list of people who approve documents, but we want to be able to see the data on the approvers.

    For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.

    We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.

    This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.

    We also have monthly meetings and provide an update to the team on…

    1 vote

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  5. 2 votes

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  6. the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    4 votes

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

    6 votes

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  8. The option to make a copy of the whole folder when sharing a folder with another workspace.

    1 vote

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

    6 votes

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  10. Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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  11. Client would like a person in the approval group to be able to suggest edits, but still be able to approve the document at the end of the workflow. Current if you're a collaborator you're unable to also approve a document. Instead of listing the same email for collaborator and approval group (and more importantly to eliminate the approval email that goes out) the client would like the collaborator to be able to suggest edits and then approve the document on the spot without further next steps post suggesting edits.

    1 vote

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

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

    9 votes

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

    22 votes

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

    2 votes

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  17. Use images in saved messages

    6 votes

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  18. We need users to be able to look at all docs. within the workspace, but we need governance around new users.

    1 vote

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  19. 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

    9 votes

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  20. 7 votes

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