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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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112 results found

  1. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    118 votes

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    12 comments  ·  Workflow  ·  Admin →
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  2. 27 votes

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  3. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    26 votes

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  4. 23 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
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  5. 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

    23 votes

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

    23 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
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  7. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    17 votes

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    1 comment  ·  Workflow  ·  Admin →
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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. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    14 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  9. Highlight the changes made to a document/template in the version history

    14 votes

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  10. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    13 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  11. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    12 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  12. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    11 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  13. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    9 votes

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    0 comments  ·  Workflow  ·  Admin →
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  14. send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    9 votes

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    4 comments  ·  Workflow  ·  Admin →
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  15. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  16. Validation that the address is a confirmed street address

    8 votes

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    2 comments  ·  Workflow  ·  Admin →
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  17. 8 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
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  18. 7 votes

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    1 comment  ·  Workflow  ·  Admin →
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  19. 7 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  20. Option to use shared content library items in Smart content

    6 votes

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