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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. "Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"

    1 vote

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  2. QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.

    1 vote

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  3. Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    1 vote

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  4. 1 vote

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  5. Ability to use the API To approve or deny contracts.

    1 vote

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  6. 1 vote

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  7. Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual

    1 vote

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  11. 1 vote

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  12. Option to assign a user to be just a document approver.

    1 vote

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  13. Ability to add a Template and have its approval retain as part of the Main Document

    1 vote

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  14. Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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  15. To have suggested approved changes marked-up to double-check them later

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  16. 1 vote

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  17. 1 vote

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

    1 vote

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  19. 1 vote

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  20. For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.

    1 vote

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