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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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207 results found

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

    18 votes

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

    3 votes

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  3. Use images in saved messages

    5 votes

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

    7 votes

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

    17 votes

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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

    9 votes

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  7. 5 votes

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  8. 4 votes

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  9. show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    7 votes

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  10. 6 votes

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  11. Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...

    28 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
    38 votes

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  12. Option to users access audit trail using link.

    5 votes

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

    7 votes

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  14. 4 votes

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  15. 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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  16. add collaborator through API while creating a document

    7 votes

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  17. 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?!

    21 votes

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

    3 votes

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

    5 votes

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