Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. 5 votes

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

    4 votes

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  4. 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.

    4 votes

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  5. enhance PandaForms

    4 votes

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  6. 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.

    4 votes

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

    4 votes

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  8. 3 votes

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  9. Customer want to sent the document later using scheduling.

    3 votes

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  10. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    3 votes

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  11. Validation that the address is a confirmed street address

    3 votes

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  12. When content within a document is edited to remove or edit clauses from the template send for approval.

    3 votes

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  13. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    3 votes

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  14. 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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  15. 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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  16. 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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  17. 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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  18. Possibility to automatically send a form/survey to the recipient once they have completed signing a document

    3 votes

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  19. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    3 votes

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  20. 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.

    3 votes

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