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Ideas to Improve PandaDoc

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  • 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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235 results found

  1. Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.

    1 vote

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  2. Users that are CC'd on a doc are not able to see the analytics when they first log in.

    They are brought to the Customer interface.

    To See the analytics they have to search the Doc library for the doc sent.

    1 vote

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  3. Give access for collaborators with edit permissions to the document's settings and so they can edit the expiration date.

    1 vote

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  4. an email notification that an attachment is uploaded in the collect file fields.

    1 vote

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  5. control how often senders and recipients get notified about document changes

    1 vote

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  6. Option to make a form to be unpublished on an specific date

    1 vote

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  7. 1 vote

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  8. 1 vote

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    Dear Glenn,


    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding the extended drop-down menu with reminders and expirations! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on what exactly you'd like to see there and which options should be available for you within the drop-down.


    I appreciate your time and looking forward to hearing back from you!

  9. 1 vote

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  10. This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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  11. 1 vote

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  12. would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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  13. It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

    1 vote

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  14. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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  15. Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    1 vote

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  16. Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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  17. Notification once a user turns off the Email Attachment.

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    1 vote

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