112 results found
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Add the chat feature back in the new editor
I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.
5 votes -
Have the "Shared with me" tabs as an initial tab for Guest users.
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 -
Add a due date for signature
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 -
1 vote
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Remove arrow image in forward button from email notifications
Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box
3 votes -
Home page for collaborators
When a Collaborator is added to a Document, that Document should show in the Collaborator's Home screen under the appropriate status.
2 votes -
Disable document download for collaborators
The option to disable document download for Collaborators (guest license users).
3 votes -
Custom message when sending via SMS
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 votesHi. 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!
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Allow Collaborators to use search function
Allow Collaborators to use the search function for documents that have been shared with them.
7 votes -
customize SMS verification
customize SMS verification
6 votes -
Indicator that a document is already being reviewed by somebody in an Approver Group (i.e. to eliminate duplicate work)
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 -
Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
2 votes -
Next and Previous buttons for Comments
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 -
Automation: select document creator when using automation to send another document
When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)
6 votesLindsey Schocke responded
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Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
3 votes -
See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
26 votesValeryia Baranava responded
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automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
5 votes -
The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
2 votes -
Copy Smart content Templates between workspace
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
36 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Bulk print multiple docs
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.
8 votes
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