Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. option for adding BBC recipients within PandaDoc

    2 votes

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  3. Customer wants an approval process where, if a document is being sent by certain users then PD will send it to their specific team lead for approval

    2 votes

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    1 comment  ·  Workflow  ·  Admin →

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  4. Create Projects with documents and tasks assigned to users.

    2 votes

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  5. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

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  6. 2 votes

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    1 comment  ·  Workflow  ·  Admin →

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  7. If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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  8. Ability to add CC recipients when a document is forwarded to the second email address.

    2 votes

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  9. Having an option to define a user/users who cannot send their documents out without having them approved

    2 votes

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

    2 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →

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

    2 votes

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  12. 2 votes

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  13. Change the approver's workflow on all the templates if changed on one.

    2 votes

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  14. 2 votes

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  15. 2 votes

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  16. 1 vote

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

    1 vote

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  18. Ability to add smart content blocks in tables and pricing tables

    1 vote

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  19. Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    1 vote

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  20. 1 vote

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