Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. To be able to approve multiple documents that were generated via bulk send feature.

    1 vote

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

    1 vote

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  3. Availability to enable/disable "warning email" under expiration settings on the sent document

    1 vote

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  4. The customer would like to be able to have the first signer sign the document and then be able to approve it before it gets sent to the second signer -- to make sure all of the information was inputted correctly from the first signer.

    1 vote

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  5. allow custom roles be approvers in workflows

    1 vote

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  6. 1 vote

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  7. restrict document owner to sign before the document is sent for approval

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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  11. able to see approvers names when checking documents from the Documents list (dashboard)
    currently you can see only icons and the names when you click on the icon

    1 vote

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  12. 1 vote

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  13. the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. 1 vote

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