Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to redline a document without leaving pandadoc.

    64 votes

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    Idea  ·  5 comments  ·  Workflow  ·  Admin →
  2. 50 votes

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    Beta  ·  2 comments  ·  Workflow  ·  Admin →
  3. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    19 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  4. how do i enable recipients to add comments against document content fro response back?

    18 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  5. Track Changes (inline commenting, tracks who made changes and past versions)

    8 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  6. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    8 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  7. Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    7 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  8. Can I password protect a document so only I can open it for download when complete from the system (not from the completed email link)?

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
  9. Deactivating Contacts Option

     - Having an active contact folder or option
    
    - Having an inactive contact area

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
  10. Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
  11. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
  12. Have the same approval workflow setup for multiple templates

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  13. Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  14. 2 votes

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    0 comments  ·  Workflow  ·  Admin →
  15. 2 votes

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  16. redlining summary of changes

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  17. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  18. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  19. It is great that you can put a signing order for individuals, but on my documents I often have individuals sign first for e.g. approval of a certain step and later after some other signatures by other individuals again e.g. for close-out. It would be great if the signing order could be tied to fields too.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  20. Ability to (manually) accept 1 of 2 signatures and receive a certificate for the one. This can even state that the original had two signatures and only one signed officially.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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