Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. A way to add a formula to a form, simple lookup or multiplication are two examples.

    1 vote

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

    1 vote

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  3. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    3 votes

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  4. Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  5. At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    2 votes

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  6. Automatically skip or have the option to skip the approval workflow if the approver assigned is the user who created or is sending the document.

    2 votes

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  7. Validation that the address is a confirmed street address

    1 vote

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  8. Automate sending out a document on a weekly basis to specific recipients like timesheets

    1 vote

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  9. enhance PandaForms

    4 votes

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  10. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    3 votes

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  11. how do i enable recipients to add comments against document content fro response back?

    21 votes

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  12. 1 vote

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  13. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    4 votes

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

    1 vote

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  15. 1 vote

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  16. ability to turn off the ReCAPTCHA on forms

    1 vote

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  17. Have the ability to mark a document as paid without having to enable to payment portal within the document

    1 vote

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  18. 1 vote

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  19. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  20. The approval process should happen internally after the form has been filled out and returned. And the approval/signatures should not be seen by the person filling out the application.

    3 votes

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