Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Currently when there's an approver group on a document with multiple participants, it would be useful to have a notification sent out via email to the other approvers in that group when one of the participants approves the document, so that other approvers know that it has already been approved. Currently, the notification only is sent out to the document sender when it has been approved.

    1 vote

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  2. For accounts with multiple workspaces and larger teams, it would be convenient to be able to be able to invite users into multiple workspaces all at once, rather than needing to invite them individually.

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  3. Have Paid status be reflected within the document/invoice itself, not just the status

    1 vote

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  4. To be able to changed the status of a document that has an APPROVED status to COMPLETED even without sending it. The document just needs to be approved by the approver then change the document to completed.

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  5. 1 vote

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  6. 1 vote

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  7. Option to set up the automation to save PDF to a folder like Desktop on your local PC

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  8. 1 vote

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  9. 1 vote

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

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  11. 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.

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  12. 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…

    1 vote

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  13. continue approving document when there are suggestions made, keep it in suggestion mode

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  14. 1 vote

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

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.

    While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.

    Thanks

    1 vote

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  19. 1 vote

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  20. Variable for "approved dated" to be effective date of the contract.

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