Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  2. Possibility to automatically send a form/survey to the recipient once they have completed signing a document

    2 votes

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  3. 2 votes

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  4. Edit shared via different workspaces files

    2 votes

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  5. 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 →
  6. Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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  7. 2 votes

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  8. Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    2 votes

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  9. Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    2 votes

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  10. 2 votes

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  11. 1 vote

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  12. Auto updating SKU in pricing tables in all templates when SKU is updated in the product catalog.

    1 vote

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  13. approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients

    1 vote

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  14. We are wondering if it's possible to have his documents only with a signing order for his manager to approve? So each time this one person creates a document it would first go to the manager for approval automatically.

    1 vote

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  15. Conditional approvals could benefit from the addition of the AND statement.

    1 vote

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

    1 vote

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  17. Approval Workflows are set at the template level; however, sometimes approvers are unavailable and we don't know this until the document is already created and being routed for approvals. I would like to have the Admin permission to override an approval on the document without having to go back to the template. We create long and complex documents with a lot of collaboration. To start over is a lot of work and sometimes impossible.

    1 vote

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  18. We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's very…

    1 vote

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  19. Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  20. Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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