Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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

    1 vote

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  4. 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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  5. 1 vote

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  6. 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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  7. ability to pass the document to On Hold status

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. 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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  11. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    1 vote

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  12. 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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  13. 1 vote

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  14. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    1 vote

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  15. 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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  16. Ability to add recipients at the time of doc sending (by editing the To: field in the send dialog box)

    1 vote

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  17. They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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  18. 1 vote

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  19. Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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  20. Ability to click and drag space between comment editor and messages to allow to view your message in a larger space vs only 2-3 lines at once.

    1 vote

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