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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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13 results found

  1. Share templates and Content Library items in Editor 2.0 by a user

    58 votes

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  2. Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.

    Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.

    53 votes

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  3. Ability to share whole folder to another workspace

    25 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  4. how do i enable recipients to add comments against document content fro response back?

    23 votes

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  5. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    20 votes

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    Hi there, 


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  6. 18 votes

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  7. Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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  8. 13 votes

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  9. 4 votes

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  10. 2 votes

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  11. 1 vote

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  12. Slack notifications for document signers (internal to workspace)

    1 vote

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to receive updates on your document status via Slack is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/4409517867159--Editor-2-0-Slack


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  13. Once a PD is complete and you get the email that it's been signed, it would be nice if that email also provided you a PDF attached of the completed document.

    1 vote

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    You can also set up the email attachment for all new templates and documents, on the workspace level. Go to Settings > Settings, find Email attachment, check the box next to this settings and click Save changes in the top right. All templates and document created after this changes will have this setting on.


    You can go here to learn more: 

    https://support.pandadoc.com/hc/en-us/articles/360026361793-Automatically-send-a-PDF-of-a-completed-document#:~:text=Enable%20for%20all%20new%20templates%20and%20documents

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