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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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169 results found

  1. Ability to add a Template and have its approval retain as part of the Main Document

    1 vote

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  2. Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
    So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…

    1 vote

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  3. Change text in analytics for recipients to "not sent yet" when a document is in the approval status

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  4. It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

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  5. 1 vote

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  6. to be able to automatically assign a designated email to a role based on specific rules

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  7. I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

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  8. 1 vote

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  9. 1 vote

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  10. send the document to recipients first before sending for approval

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

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

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  13. 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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  14. allow custom roles be approvers in workflows

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

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  16. 1 vote

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  17. 1 vote

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  18. 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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  19. 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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  20. 1 vote

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