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Ideas to Improve PandaDoc

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. An email notification that is sent when a document is about to expire.

    35 votes

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  4. 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

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

    23 votes

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  6. 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

  7. 18 votes

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  8. 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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  9. 13 votes

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  10. 4 votes

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  11. 2 votes

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  12. 1 vote

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  13. 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


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