Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  2. 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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  3. 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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  4. 1 vote

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  5. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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  6. the ability to tab to fill out fields in DRAFT status

    1 vote

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  7. 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.

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. Be able to embed a link in saved messages within PandaDoc

    1 vote

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  11. I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

    1 vote

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  12. Contract negotiations (native redlining) in draft mode for internal use case.

    3 votes

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  13. 1 vote

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  14. Auto updating SKU in pricing tables in all templates when SKU is updated in the product catalog.

    1 vote

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  15. approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients

    5 votes

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    1 comment  ·  Workflow  ·  Admin →
  16. 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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  17. Conditional approvals could benefit from the addition of the AND statement.

    5 votes

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

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  19. 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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    0 comments  ·  Workflow  ·  Admin →
  20. 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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    0 comments  ·  Workflow  ·  Admin →
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