Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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."

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  2. Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  3. redlining summary of changes

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  4. Make the next button more clear when completing fields and signing the document

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  5. Signature cannot be placed until all required fields are completed

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  6. When content within a document is edited to remove or edit clauses from the template send for approval.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  7. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  9. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  10. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  11. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  12. Right now, the only way to make sure CC recipients also receive the document when sent is to move them above the signer in order. It's a bit of a convoluted process if you have multiple stakeholders on the recipients end that would like to be able to stay in the loop/ be able to push internally if it hasn't been signed off on. (I also wasn't super confident I was doing it correctly the first time)

    I'd love an easier/more spelled out way of doing this (like just checking a box on the cc'd individual saying you'd like them…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  13. Customer want to sent the document later using scheduling.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  14. set the signing order for multiple recipients to get the doc at the same time and then one to get it after all those people signed

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  15. The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  16. Create Projects with documents and tasks assigned to users.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  17. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  18. Ability to turn on password protection for embedded forms without specific email signers assigned

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  19. If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Admin →
  20. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  • Don't see your idea?