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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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234 results found

  1. Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    2 votes

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  2. 2 votes

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  3. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  4. Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    2 votes

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  5. 2 votes

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  6. see all the comments where you were tagged in one place (it can be included in reporting, for instance).

    2 votes

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  7. alert the creator of a document that it is still waiting for a signature after like 48 hours

    2 votes

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  8. When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
    https://share.getcloudapp.com/7Kuq6LDp

    2 votes

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  9. Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.

    2 votes

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  10. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    2 votes

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  11. A button on the document board to easily send reminders

    2 votes

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  12. Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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  13. Limit invite feature on documents, so recipients can't invite to collaborate.

    2 votes

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  14. Be able to send a reminder to fill out a form.

    2 votes

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  15. native text messaging.

    2 votes

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  16. Would like to share docs via links in other statuses except for draft in a mobile version

    2 votes

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  17. Ability to not loose content when two users is editing the same doc at the same time

    2 votes

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  18. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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  19. 2 votes

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  20. Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

    2 votes

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