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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. Ability to automatically forward documents sent to you to any of your PandaDoc account users.

    2 votes

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

    2 votes

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

    2 votes

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  5. Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    2 votes

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  6. To avoid starting the approval process from the beginning

    2 votes

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

    2 votes

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  8. 2 votes

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  9. 2 votes

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  10. 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.

    2 votes

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  11. option for adding BBC recipients within PandaDoc

    2 votes

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

    2 votes

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  13. 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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  14. 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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  15. Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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

    2 votes

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  17. 2 votes

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  18. Make the information entered by clients in a text field as a variables and Pass them to Zappier.

    1 vote

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  19. Include on the audit trail what exactly has changed via approval workflow

    1 vote

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  20. Allow a user not part of the workspace to get notification of approval.

    1 vote

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