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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When sending out an contract you now have the option to select nummer of days valid.

    more logical would be a good list like
    [ ] days before end of month
    [ ] days before end of next month
    [ ] days before end of this quarter

    Or more simple
    end of this month
    end of next month
    this quarter
    next quarter

    1 vote

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  2. It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.

    1 vote

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  3. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually. The docs could maybe be combined into a single PDF temporarily just for printing purposes.

    1 vote

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  4. 1 vote

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  5. Having the ability to utilize a created form/template on a web browser. We have several forms we use that need to route to different people pending who starts the form - would be nice to be able to have the option for 'if this, then that' and available on our internal webpage for usage.

    1 vote

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  6. 1 vote

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  7. for the creator license to not be able to to edit the signing order in the document

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. Ability to move a document to a folder from collaborators end.

    1 vote

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  11. 1 vote

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  12. The ability for a recipient to click "video contact", to contact the sender if they have questions on filling out the document. Use case: HR onboarding documents.

    1 vote

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  13. There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.

    While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.

    Thanks

    1 vote

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  14. Keep comments after moving a document from sent to draft status.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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  18. Keep the inline comment draft in place until the user deletes the draft comment or otherwise confirms that it is no longer needed.

    1 vote

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  19. 1 vote

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  20. Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."

    1 vote

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