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  1. Resend button

    42 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Amber Copple commented  · 

    Users need to be able to re-send documents without having to use Edit Document function.

    We have customers that accidentally delete their PandaDoc emails with links to their documents.
    We also have customers that don't sign quickly. They will call us sometimes months later, and ask us to re-send their doc.

    Please add Re-send as an Action Item under the 3 dot menu, at the far right of the Document.

    Amber Copple supported this idea  · 

  2. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    85 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Amber Copple supported this idea  · 
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    Amber Copple commented  · 

    Users should not be able to click on the Template name to edit the Template. Accessing that way should be disabled.

    Users should have to click on the 3 dots at the far right, and select Edit, to edit a Template.

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    Amber Copple commented  · 

    When using templates, the "create document" button should be in its own column next to the template name and in a bright color!

    This button needs to be bright and immediately visible to users as soon as users click on Templates.

    That way, users won't click on the template itself and start making changes, by mistake.
    Hovering over the date to find the "create document" button is not good.