Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. enhance PandaForms

    4 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  2. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  3. 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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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  4. 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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  5. 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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  6. Approval workflow in forms

    9 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  7. A feature that allows senders to have customers accept terms and conditions before signing. "I want a customer to click a link that references our terms & conditions before they are able to e-sign a quote/order."

    3 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  8. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    45 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  9. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    1 vote

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  10. Possibility to automatically send a form/survey to the recipient once they have completed signing a document

    2 votes

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  11. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    10 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  12. 2 votes

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  13. Possibility to add a couple of recipients as the first/second/third one to receive a document. For example:
    1 person first
    then to 5 persons
    then to 3 persons

    1 vote

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  14. Have the same approval workflow setup for multiple templates

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  15. Edit shared via different workspaces files

    2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  16. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  17. Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  18. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  19. Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  20. 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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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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