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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

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

    58 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Transfer Documents Ownership to Another User

    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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    Released  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Share Folders between Workspaces

    Ability to share whole folder to another workspace

    25 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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. Inline comments for recipients

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

    23 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Filter the PandaDoc Inbox by "To sign" or "Signed"

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

    20 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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. API: Create Document Link for Editor 2.0 documents

    Create Document Link for Editor 2.0 documents in API
    https://developers.pandadoc.com/reference#link-to-a-document

    18 votes

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    Released  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  7. CC recipients for forms

    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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Disable link sharing in documents

    13 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Public API for Editor 2.0 to support sandbox key, share document link, embed document

    4 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. The ability for the document not be seen by CC'd recipients until it is completed.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. ability to fill in the text fields with the content saved to the content library on shared templates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Slack notifications for document signers (internal to workspace)

    Slack notifications for document signers (internal to workspace)

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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. Attach a PDF of a fully signed document to email notification all once completed

    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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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    Released  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    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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