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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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234 results found

  1. 2 votes

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  2. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  3. Option to have a collaborator in forms

    10 votes

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  4. 1 vote

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  5. It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.

    This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.

    6 votes

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  6. Notification when the new document draft is created from the template

    4 votes

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  7. Add CLI/attachments to a document under specific circumstances

    5 votes

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  8. for the creator license to not be able to to edit the signing order in the document

    1 vote

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  9. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  10. a way to download all the emails for the people that only viewed my template

    3 votes

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  11. Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    2 votes

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  12. 1 vote

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  13. 3 votes

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  14. 2 votes

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  15. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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  16. 8 votes

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  17. 1 vote

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  18. Notification for signed but did not hit the Finish button

    23 votes

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  19. 3 votes

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  20. Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items

    9 votes

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