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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. Be able to download a completed document's specific pages, to share separately.

    14 votes

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  2. Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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  3. 13 votes

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  4. 12 votes

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  5. Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    12 votes

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  6. Give option for admins to disable the collaborator button.

    12 votes

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  7. Custom QR code to our documents for recipients to use.

    11 votes

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  8. Add the ability for admin to have notifications for entire workspace

    11 votes

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  9. add collaborator through API while creating a document

    10 votes

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  10. Option to have a collaborator in forms

    10 votes

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  11. When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    10 votes

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  12. It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    10 votes

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  13. Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    9 votes

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  14. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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  15. Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items

    9 votes

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  16. Validation that the address is a confirmed street address

    9 votes

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  17. Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    9 votes

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  18. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    9 votes

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  19. 9 votes

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  20. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    9 votes

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