Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. 1 vote

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  4. 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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  5. Ability to add CC recipients when a document is forwarded to the second email address.

    1 vote

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  6. in-person signing for forms

    4 votes

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  7. 1 vote

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  8. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    4 votes

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  9. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    8 votes

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  10. 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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  11. 1 vote

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

    1 vote

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  13. We need the option for AND in conditional approvals not just OR.

    Ie. The doc value is greater than $20K AND less than $100K

    1 vote

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  14. 1 vote

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  15. The customer would like the ability to add a custom product catalog field but have the option to make this a percentage. Like the tax or discount columns, she would like to be able to make this a Service Fee and make that a percentage.

    1 vote

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  16. ability to pass the document to On Hold status

    1 vote

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  17. 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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  18. Folder organization for Forms.

    7 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  19. 1 vote

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  20. 21 votes

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