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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 12 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
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  2. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    12 votes

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  3. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    10 votes

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  4. 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.

    9 votes

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  5. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    9 votes

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  6. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    9 votes

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  7. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    9 votes

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  8. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    8 votes

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  9. 7 votes

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  10. Completed document being sent to a placeholder of a new document

    6 votes

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    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  11. send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    6 votes

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    4 comments  ·  Workflow  ·  Admin →
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  12. Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Workflow  ·  Admin →
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  13. Validation that the address is a confirmed street address

    6 votes

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    1 comment  ·  Workflow  ·  Admin →
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  14. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    6 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  15. 5 votes

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    1 comment  ·  Workflow  ·  Admin →
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  16. Auto-fill sender's signature once the document is signed by the client

    5 votes

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  17. Identify which documents are still waiting to be signed and email it as a report automatically

    5 votes

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  18. Conditional approval based on the type of line item.

    5 votes

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  19. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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    2 comments  ·  Workflow  ·  Admin →
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  20. It would be helpful for us to have customization for the "Reasons for Declining" a document. We are mostly using PandaDoc internally for approvals and the standard reasons do not apply for us, making it confusing for our approvers on which selection to make.

    4 votes

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