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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,

    What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?

    2 votes

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

    2 votes

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  4. 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.

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
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  5. Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    2 votes

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  6. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  7. 2 votes

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  8. Once a document is approved, lock down ability to edit the document before sending to the client.
    Approval is to confirm finalization of the terms on the contract for the client.

    2 votes

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  9. Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    2 votes

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  10. a way to download all the emails for the people that only viewed my template

    2 votes

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  11. To avoid starting the approval process from the beginning

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
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  12. 2 votes

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  13. option for adding BBC recipients within PandaDoc

    2 votes

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

    2 votes

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  15. 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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  16. 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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  17. 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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  18. Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  19. 2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  20. Ability to send fax online more than 20 pages

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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