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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I have some recipients that don't want to upload the redlined Word document back into PandaDoc. Instead, they email the redlined document back to us. We would like a way to upload it on their behalf in the redline process. Currently, when they do this, we have to manually put all of their changes back into the document, which is time consuming. Offering a way to upload the suggested revision DocX back into PandaDoc on their behalf would save time, so it can be tracked under their suggested changes. We have a lot of lawyers that do not want to…

    2 votes

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  2. 1 vote

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  3. Since we have rooms to be used for customers and clients as some sort of a Data Base management storage for all needed documents, video training, and links. It would be beneficial also to incorporate the following:

    • Use of PowerPoint to be a part of Presentation in Rooms
    • Share Rooms across Worksapces
    • Ability to Pre-selecting docs to show in the rooms (For Client visibility)
    1 vote

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  4. Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms

    2 votes

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  5. 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."

    2 votes

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  6. add variables to the Room

    3 votes

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  7. Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

    1 vote

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  8. After setting up the 'sender email' in the template level that they would like to send on behalf of (for example, marketing@pandadoc.com), when the user goes to send the document, they still have to manually change from their email (the doc creator) to the 'send on behalf' email - it does not update automatically. This is causing issues because users often may forget to manually change the email, and their recipients will not open the PandaDoc if they do not recognize the sender name.

    2 votes

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  9. 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?

    2 votes

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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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

    3 votes

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

    1 vote

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  17. customize SMS verification

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

    3 votes

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  19. 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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