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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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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221 results found

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

    9 votes

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

    9 votes

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  3. 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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  4. Ability to send "Document Approved" notification to more than just the document creator.

    9 votes

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  5. add collaborator through API while creating a document

    8 votes

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  6. 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.

    8 votes

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  7. 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?

    8 votes

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  8. notification if the User/Sender can be notified if the recipient prints out the document?

    8 votes

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  9. 8 votes

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

    8 votes

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  11. 8 votes

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  12. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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  13. 8 votes

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  14. 7 votes

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  15. show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    7 votes

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  16. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    7 votes

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  17. Option to have a collaborator in forms

    7 votes

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  18. 7 votes

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

    7 votes

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  20. 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.

    7 votes

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