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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    4 votes

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  2. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    4 votes

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

    4 votes

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  4. 4 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
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  5. ability to pass the document to On Hold status

    4 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
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  6. 4 votes

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  7. 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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  8. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    4 votes

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  9. 4 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
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  10. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    4 votes

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  11. Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    3 votes

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  12. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    3 votes

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  13. Highlight the changes made to a document/template in the version history

    3 votes

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  14. flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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  15. 3 votes

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  16. We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    3 votes

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  17. Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    3 votes

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  18. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  19. Add CLI/attachments to a document under specific circumstances

    3 votes

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  20. 3 votes

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