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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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294 results found

  1. 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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  2. Give option for admins to disable the collaborator button.

    12 votes

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  3. 12 votes

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

    11 votes

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  5. 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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  6. 9 votes

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

    9 votes

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  9. 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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  10. 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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  11. 9 votes

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  12. 9 votes

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

    9 votes

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  14. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    9 votes

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  15. Use images in saved messages

    8 votes

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    Hi. 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!

  16. add collaborator through API while creating a document

    8 votes

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  17. Option to have a collaborator in forms

    8 votes

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  18. Mark documents as read in the app to stop getting irrelevant notifications

    8 votes

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  19. 8 votes

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  20. Validation that the address is a confirmed street address

    8 votes

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