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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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149 results found

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

    1 vote

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  2. 1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

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  6. 1 vote

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  7. remove or modify the message "Feel free to send the document now." when a proposal has been approved

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  8. 1 vote

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  9. As an approver or signer I would like to have all action items in one place - in my Inbox. For now I see only CC and To sign items, while for approval items are in my email box only.

    The same applies to the mobile inbox. You can't find a document in the mobile application if you need to approve it. The only way is to find an email with the link which can land in spam or get lost among other emails.

    It also would be great to add a capability to send manual or automated reminders to…

    1 vote

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