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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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183 results found

  1. Status for recipient in approval workflow

    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. PrintDriver

    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. conditional signatures

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

    1 vote

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  4. backdate approval

    1 vote

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  5. Add approver group as contacts

    1 vote

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

    send the document to recipients first before sending for approval

    1 vote

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

    scheduler that i can autosend an approval document each day

    1 vote

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  8. Have a check point between signers

    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 document approval

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

    1 vote

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  10. Automatically apply the signature after the customer signs the document in PandaDoc.

    1 vote

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  11. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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  12. Leave drop down widgets unassigned after filling them out, when creating a new document

    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. Approvers names appear as the names not as icons only

    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. The ability to customize the emails for approval workflow.

    1 vote

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  15. Mentions within Comments

    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. Locking the approved document to prevent accidental changes

    1 vote

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  17. EV2- Automatically show chatbox section upon opening the document

    1 vote

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  18. The ability to have an email in the approver group, that would not receive an email every time an approval is required

    1 vote

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  19. pass fields information from one template to another

    1 vote

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  20. Enable deal rooms

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

    1 vote

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