Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    3 votes

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  3. The approval process should happen internally after the form has been filled out and returned. And the approval/signatures should not be seen by the person filling out the application.

    3 votes

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

    3 votes

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  6. redlining summary of changes

    3 votes

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  7. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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  8. The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    2 votes

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

    2 votes

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  10. 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.

    2 votes

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  11. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    2 votes

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  12. Possibility to automatically send a form/survey to the recipient once they have completed signing a document

    2 votes

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  13. 2 votes

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  14. Edit shared via different workspaces files

    2 votes

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

    2 votes

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  16. Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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  17. 2 votes

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  18. Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    2 votes

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  19. Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    2 votes

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  20. 2 votes

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