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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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137 results found

  1. he new PandaDoc editor no longer supports negative padding on content blocks such as images and text boxes. This was a key design capability they relied on and was one of their primary reasons for choosing PandaDoc.
    Specific request: restore negative padding support in the new editor experience before the Q3 full rollout.

    2 votes

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  2. Currently, PandaDoc does not notify users when an admin changes their account role (e.g., from Member to Collaborator). Users only discover the change when they attempt to perform an action their new role no longer permits. Compounding this, users with restricted roles such as Collaborator still see action buttons like "Create New" in the UI, but clicking them returns a generic error message ("Sorry, we're having a little trouble. Please reload the page or contact our Support team.") rather than a clear, role-specific explanation.

    his combination creates a frustrating and confusing experience, as users have no way of knowing their…

    2 votes

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  3. Before a document has been sent, there is no easy way to share the document with internal collaborators. For example, in google docs you can share the link to anyone on your team working on the document. With a PandaDoc draft, there's no way to share the draft with internal team members/collaborators. The only way is to manually navigate through folders to get to where the document drafts are located.

    1 vote

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  4. I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.

    6 votes

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  5. Since the recent changes, our workspace users are now able to add, delete and move fillable fields when sending templates. They CANNOT be allowed to do this. It creates major problems including potential legal issues. We need to be able to turn off/remove this option for our users.

    rephrasing: As an Enterprise admin, I need to prevent my workspace users (non-admin members) from adding, moving, or deleting fillable fields when creating documents from shared templates. Our documents contain legally-sensitive field placements and unauthorized field modifications create compliance and legal risks. Content Locking currently does not protect fields (by design). We…

    1 vote

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  6. There is a major friction point when collaborating on a document and toggling between "Suggesting Mode" and "Editing Mode".

    Currently, if a user makes several text suggestions in Suggesting Mode, but then needs to toggle into Edit Mode to make a structural change (such as adding a row to a table or adding a dependency), all prior unaccepted suggestions in the document are completely lost and wiped out.

    Because suggestions are treated as temporary overlays, structural edits force a document re-render that deletes previous work. This forces users to either completely redo their suggestions or completely abandon Suggesting Mode in…

    1 vote

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  7. Right now, the "Shared with me" tab is hidden inside More grouping. Suggest that the said tab is more visible from the get-go for Guest users.

    2 votes

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  8. I use PandaDoc to share forms that require partner signatures before I can submit it. A due date for the partner's signature, with the ability to send auto reminders if it's not signed within 24 hours of the due date, would be really helpful.

    1 vote

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  9. 1 vote

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  10. The option to disable document download for Collaborators (guest license users).

    5 votes

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  11. Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box

    3 votes

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  12. When a Collaborator is added to a Document, that Document should show in the Collaborator's Home screen under the appropriate status.

    2 votes

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  13. When a collaborator is invited, the email notification should display the name of the document they are invited to collaborate on, rather than showing the workspace name.

    2 votes

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  14. 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."

    7 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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

    7 votes

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  16. customize SMS verification

    6 votes

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  17. 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.

    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

    2 votes

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  19. 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.

    2 votes

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  20. 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

    33 votes

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