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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. 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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  4. 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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  5. 1 vote

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  6. 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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  7. Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.

    1 vote

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  8. Users that are CC'd on a doc are not able to see the analytics when they first log in.

    They are brought to the Customer interface.

    To See the analytics they have to search the Doc library for the doc sent.

    1 vote

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  9. Give access for collaborators with edit permissions to the document's settings and so they can edit the expiration date.

    1 vote

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  10. an email notification that an attachment is uploaded in the collect file fields.

    1 vote

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  11. control how often senders and recipients get notified about document changes

    1 vote

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  12. Option to make a form to be unpublished on an specific date

    1 vote

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  13. 1 vote

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  14. 1 vote

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    Dear Glenn,


    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding the extended drop-down menu with reminders and expirations! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on what exactly you'd like to see there and which options should be available for you within the drop-down.


    I appreciate your time and looking forward to hearing back from you!

  15. 1 vote

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  16. This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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  17. would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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  18. It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

    1 vote

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  19. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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  20. Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    1 vote

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