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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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15 results found

  1. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    241 votes

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  2. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    126 votes

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  3. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    118 votes

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  4. Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    87 votes

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  5. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    74 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    50 votes

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    After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  6. Send reminders for multiple documents at once

    49 votes

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  7. We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    45 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!

  8. Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    43 votes

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  9. Be able to change the status of multiple documents at once.

    43 votes

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  10. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    35 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. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    30 votes

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  12. Track Changes (inline commenting, tracks who made changes and past versions)

    25 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. Use images in saved messages

    8 votes

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  14. From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
    Why is it only the client can decline?

    3 votes

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