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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.

    2 votes

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  2. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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  3. block content blocks for recipients during redlining

    1 vote

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  4. This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).

    2 votes

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  5. Document sequencing in a second workspace works with a shared template from first workspace

    2 votes

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  6. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    29 votes

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  7. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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  8. 2 votes

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  9. When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    3 votes

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  10. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    5 votes

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  11. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually. The docs could maybe be combined into a single PDF temporarily just for printing purposes.

    1 vote

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  12. 1 vote

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  13. Having the ability to utilize a created form/template on a web browser. We have several forms we use that need to route to different people pending who starts the form - would be nice to be able to have the option for 'if this, then that' and available on our internal webpage for usage.

    1 vote

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  14. 1 vote

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  15. Highlight the changes made to a document/template in the version history

    20 votes

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  16. When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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  17. Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    2 votes

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

    1 vote

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  19. 1 vote

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  20. Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    3 votes

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