Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. the ability to tab to fill out fields in DRAFT status

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    0 comments  ·  Workflow  ·  Admin →
  2. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

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  3. 1 vote

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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.

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  5. 1 vote

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  6. Auto updating SKU in pricing tables in all templates when SKU is updated in the product catalog.

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  7. We are wondering if it's possible to have his documents only with a signing order for his manager to approve? So each time this one person creates a document it would first go to the manager for approval automatically.

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  8. send the document to recipients first before sending for approval

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  9. Approval Workflows are set at the template level; however, sometimes approvers are unavailable and we don't know this until the document is already created and being routed for approvals. I would like to have the Admin permission to override an approval on the document without having to go back to the template. We create long and complex documents with a lot of collaboration. To start over is a lot of work and sometimes impossible.

    1 vote

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  10. We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's very…

    1 vote

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  11. Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…

    1 vote

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  12. 1 vote

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  13. Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    1 vote

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  14. We need to tab through variables quickly
    Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.

    1 vote

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  15. option for adding BBC recipients within PandaDoc

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  16. 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

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  17. 1 vote

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  18. A way to add a formula to a form, simple lookup or multiplication are two examples.

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  19. scheduler that i can autosend an approval document each day

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  20. Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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