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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,

    What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?

    1 vote

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  3. 1 vote

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  4. Ability to add smart content blocks in tables and pricing tables

    1 vote

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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

    1 vote

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  8. 1 vote

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  9. 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.

    1 vote

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

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. 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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  14. 1 vote

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

    1 vote

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  16. Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual

    1 vote

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  17. Ability to send up to 20 documents in a bundle instead of the current 10 docs.

    1 vote

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  18. 1 vote

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  19. Option to make a form to be unpublished on an specific date

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  20. Option to assign a user to be just a document approver.

    1 vote

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