Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Automatically skip or have the option to skip the approval workflow if the approver assigned is the user who created or is sending the document.

    3 votes

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  2. 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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  3. 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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  4. option for adding BBC recipients within PandaDoc

    1 vote

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

    2 votes

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  7. 1 vote

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  8. 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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  9. A way to add a formula to a form, simple lookup or multiplication are two examples.

    1 vote

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  10. scheduler that i can autosend an approval document each day

    1 vote

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  11. We need the option for AND in conditional approvals not just OR.

    Ie. The doc value is greater than $20K AND less than $100K

    3 votes

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  12. Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  13. At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    2 votes

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  14. how do i enable recipients to add comments against document content fro response back?

    23 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  15. Automate sending out a document on a weekly basis to specific recipients like timesheets

    1 vote

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  16. enhance PandaForms

    4 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  17. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    3 votes

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  18. Ability to add CC recipients when a document is forwarded to the second email address.

    2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  19. 1 vote

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  20. A feature that allows senders to have customers accept terms and conditions before signing. "I want a customer to click a link that references our terms & conditions before they are able to e-sign a quote/order."

    5 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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