Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    1 vote

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  2. 1 vote

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  3. 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."

    3 votes

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  4. 1 vote

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  5. restrict document owner to sign before the document is sent for approval

    1 vote

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

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

    1 vote

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  7. When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  8. 1 vote

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  9. The customer would like the ability to add a custom product catalog field but have the option to make this a percentage. Like the tax or discount columns, she would like to be able to make this a Service Fee and make that a percentage.

    1 vote

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  10. ability to pass the document to On Hold status

    1 vote

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  11. 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.

    10 votes

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  12. 1 vote

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

    34 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
  14. Possibility to automatically send a form/survey to the recipient once they have completed signing a document

    2 votes

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  15. Track Changes (inline commenting, tracks who made changes and past versions)

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  16. 2 votes

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  17. Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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

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  19. Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    4 votes

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  20. 5 votes

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