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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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172 results found

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

    3 votes

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  3. Approver A approves the document, only then it goes to Approver B for the final approval

    3 votes

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  4. I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

    3 votes

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  5. I want 100% of the document going out to be approved.
    I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.

    3 votes

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  6. To be able to approve multiple documents that were generated via bulk send feature.

    3 votes

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  7. 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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  8. 3 votes

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  9. Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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  10. 3 votes

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  11. 3 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  12. 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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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  13. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    2 votes

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  14. download the PDF of the template with CSV added, for bulk send

    2 votes

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  15. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    2 votes

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  16. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    2 votes

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  17. Approvals process and actual workflow for contract going in navigating between different parties within the same company.
    For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.

    2 votes

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  18. 2 votes

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  19. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    2 votes

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  20. When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    2 votes

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