Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Workflow  ·  Admin →
  2. Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    1 vote

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  3. We need to tab through variables quickly
    Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.

    1 vote

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  4. option for adding BBC recipients within PandaDoc

    1 vote

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  5. Customer wants an approval process where, if a document is being sent by certain users then PD will send it to their specific team lead for approval

    1 vote

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  6. 1 vote

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  7. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    1 vote

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

    1 vote

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

    1 vote

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  10. 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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  11. Validation that the address is a confirmed street address

    1 vote

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

    1 vote

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  13. 1 vote

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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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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  16. ability to turn off the ReCAPTCHA on forms

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  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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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  18. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  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. Ability to add CC recipients when a document is forwarded to the second email address.

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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