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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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137 results found

  1. 9 votes

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  2. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)

    9 votes

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  3. 9 votes

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  4. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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  5. notifications should be sent to everyone who was signed/received the document

    9 votes

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  6. 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.

    8 votes

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  7. 8 votes

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

    8 votes

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  9. Add attachments to a document under specific circumstances

    8 votes

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  10. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    8 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    8 votes

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  12. Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    7 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Allow Collaborators to use the search function for documents that have been shared with them.

    7 votes

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  14. block content blocks for recipients during redlining

    7 votes

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  15. A feature to reminder for renewals to various recipients will be great!

    7 votes

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  16. I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.

    6 votes

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  17. customize SMS verification

    6 votes

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  18. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    6 votes

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  19. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    6 votes

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  20. Customer is interested in having a notification/reporting for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    6 votes

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