Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
    So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…

    1 vote

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  2. Folder organization for Forms.

    9 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  3. Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.

    1 vote

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  4. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    3 votes

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  5. 1 vote

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    1 comment  ·  Workflow  ·  Admin →
  6. Would be great to have a possibility to save a user group for a more convenient process.

    1 vote

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  7. Would be great to have a possibility to save a user group for a more convenient process.

    1 vote

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  8. Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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  9. In the 1.0 editor, contracts included an invoice that clients could download and submit for approval. This was necessary to generate POs, checks, etc. and is how many corporations need to operate.

    In 2.0, we've lost the invoice and only have a CC/EFT payment option. My clients who pay by check need me to send an additional invoice for the deposit, since there's nothing for them to download.

    Can you consider adding back a downloadable version of the invoice?

    1 vote

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  10. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    15 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  11. 1 vote

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  12. Approval workflow in forms

    11 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  13. Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…

    2 votes

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  14. Right now, the only way to make sure CC recipients also receive the document when sent is to move them above the signer in order. It's a bit of a convoluted process if you have multiple stakeholders on the recipients end that would like to be able to stay in the loop/ be able to push internally if it hasn't been signed off on. (I also wasn't super confident I was doing it correctly the first time)

    I'd love an easier/more spelled out way of doing this (like just checking a box on the cc'd individual saying you'd like them…

    2 votes

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  15. generate a custom report based on the answers on the forms

    1 vote

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  16. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    1 vote

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  17. It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

    1 vote

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  18. Validation that the address is a confirmed street address

    3 votes

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  19. 1 vote

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  20. set the signing order for multiple recipients to get the doc at the same time and then one to get it after all those people signed

    2 votes

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