Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    33 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  2. Ability to redline a document without leaving pandadoc.

    97 votes

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    In development  ·  9 comments  ·  Workflow  ·  Admin →
  3. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
  4. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    6 votes

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    2 comments  ·  Workflow  ·  Admin →
  5. 4 votes

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    0 comments  ·  Workflow  ·  Admin →
  6. Approval workflow in forms

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
  7. 53 votes

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    Beta  ·  3 comments  ·  Workflow  ·  Admin →
  8. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  9. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  10. how do i enable recipients to add comments against document content fro response back?

    19 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  11. At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  12. Automatically skip or have the option to skip the approval workflow if the approver assigned is the user who created or is sending the document.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  13. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  14. 1 vote

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    0 comments  ·  Workflow  ·  Admin →
  15. Have the same approval workflow setup for multiple templates

    5 votes

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    1 comment  ·  Workflow  ·  Admin →
  16. Folder organization for Forms.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  17. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  18. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
  19. Ability to add CC recipients when a document is forwarded to the second email address.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  20. in-person signing for forms

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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