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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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282 results found

  1. Right now, you can use both PandaDoc & Microsoft Word with 'Suggest edits' if there is just one uploaded document. If you add another, you can only use PandaDoc and not Microsoft Word. If you try to add another, you will get a pop-up.

    1 vote

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  2. I understand that the Signer and CCed recipients receive a copy of a signed document. We need an option to adjust our default settings so Collaborators also receive a copy of the signed document.

    1 vote

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  3. Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually

    1 vote

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  4. Option to disable QES for the whole account and all workspaces at once

    1 vote

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  5. Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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  6. original sender's message to be forwarded using the email delivery method in sending the document

    1 vote

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  7. warning when you get down to the last 100 bulk sends available

    1 vote

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  8. Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.

    1 vote

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  9. Customer would like PD to remember the CSV file that they previously use before in bulk send

    1 vote

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  10. 1 vote

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  11. sign with an Apple pencil

    1 vote

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  12. Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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  13. 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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  14. Turn off by default the deleted documents in the reporting feature
    ( Include deleted documents in figures)
    https://pandadoc.zendesk.com/agent/tickets/479117

    1 vote

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  15. We need users to be able to look at all docs. within the workspace, but we need governance around new users.

    1 vote

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  16. 1 vote

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

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  18. 1 vote

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  19. 1 vote

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

    1 vote

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