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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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216 results found

  1. 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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  2. 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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  3. 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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  4. Allow Collaborators to use the search function for documents that have been shared with them.

    3 votes

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  5. 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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  6. original sender's message to be forwarded using the email delivery method in sending the document

    1 vote

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  7. 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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  8. 1 vote

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

    3 votes

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

    1 vote

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  12. 2 votes

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  13. 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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  14. collaborators can see the attached files with the permission to view and comment the document

    2 votes

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  15. 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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  16. block content blocks for recipients during redlining

    1 vote

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

    2 votes

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  18. Document sequencing in a second workspace works with a shared template from first workspace

    2 votes

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

    7 votes

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  20. When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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