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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.

    1 vote

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  3. Option to use shared content library items in Smart content

    1 vote

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  4. Send multiple templates to multiple recipients within one click similar to how you're able to send multiple documents within one click

    1 vote

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  5. As a manager, I want be able to create approval rules on other variables like, country or document title, etc.
    So that I have more flexibility and the software supports my day to day way of working.

    1 vote

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  6. From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
    Why is it only the client can decline?

    1 vote

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  7. When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.

    1 vote

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  8. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    1 vote

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  9. So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.

    1 vote

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  10. 80% of proposals are signed and then the customer does pay and he waits to see if it’s ok like that...

    We have to ask again...

    If we raise at a time when the client has left on something else then he lets it hang...

    We raise again, everyone ends up annoying...

    In short, it is essential!

    1 vote

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  11. 1 vote

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  12. Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    1 vote

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  13. 1 vote

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  14. As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.

    1 vote

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  15. For the Smart Content to pull drop-down variable values once the latter gets implemented.

    1 vote

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  16. 1 vote

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  17. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually. The docs could maybe be combined into a single PDF temporarily just for printing purposes.

    1 vote

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  18. 1 vote

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  19. Having the ability to utilize a created form/template on a web browser. We have several forms we use that need to route to different people pending who starts the form - would be nice to be able to have the option for 'if this, then that' and available on our internal webpage for usage.

    1 vote

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  20. 1 vote

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