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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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183 results found

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

    1 vote

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  2. 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.

    1 vote

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

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  4. 1 vote

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  5. 1 vote

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

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

    1 vote

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

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  10. 1 vote

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  11. 1 vote

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  12. 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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  13. 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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  14. 1 vote

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  15. 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

    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. Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

    1 vote

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