Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. We are wondering if it's possible to have his documents only with a signing order for his manager to approve? So each time this one person creates a document it would first go to the manager for approval automatically.

    1 vote

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  2. Conditional approvals could benefit from the addition of the AND statement.

    1 vote

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  3. Create Projects with documents and tasks assigned to users.

    2 votes

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  4. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

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  5. in-person signing for forms

    4 votes

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  6. send the document to recipients first before sending for approval

    1 vote

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  7. Approval Workflows are set at the template level; however, sometimes approvers are unavailable and we don't know this until the document is already created and being routed for approvals. I would like to have the Admin permission to override an approval on the document without having to go back to the template. We create long and complex documents with a lot of collaboration. To start over is a lot of work and sometimes impossible.

    1 vote

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  8. 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 very…

    1 vote

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  9. 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…

    1 vote

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  10. 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…

    1 vote

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  11. 1 vote

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  12. Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    1 vote

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  13. We need to tab through variables quickly
    Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.

    1 vote

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  14. option for adding BBC recipients within PandaDoc

    1 vote

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  15. Customer wants an approval process where, if a document is being sent by certain users then PD will send it to their specific team lead for approval

    1 vote

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  16. Ability to turn on password protection for embedded forms without specific email signers assigned

    2 votes

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  17. Have the same approval workflow setup for multiple templates

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  18. 1 vote

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  19. If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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  20. 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.

    1 vote

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