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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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171 results found

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

    5 votes

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

    5 votes

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

    5 votes

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  4. 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.

    5 votes

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  5. 4 votes

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  6. 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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  7. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    4 votes

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  8. 4 votes

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  9. Be able to attach a PDF to a saved message, so that you can send it with every document.

    4 votes

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  10. 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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  11. Add CLI/attachments to a document under specific circumstances

    4 votes

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  12. 4 votes

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  13. ability to pass the document to On Hold status

    4 votes

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  14. 4 votes

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

    4 votes

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  17. Option to use shared content library items in Smart content

    3 votes

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  18. 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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  19. For the Smart Content to pull drop-down variable values once the latter gets implemented.

    3 votes

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  20. The functionality to see a variable has a value or is blank within a smart content block

    3 votes

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