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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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111 results found

  1. customize SMS verification

    3 votes

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    1 comment  ·  Workflow  ·  Admin →
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  2. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    14 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  3. To be able to use Smart Content with bulk send.

    4 votes

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  4. This would allow a document to be sent back to one of the previous signers to sign again. This is helpful when you are not able to use the approval workflow feature.

    2 votes

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  5. will alloe the user to add link in a paragraph let’s say “Click here” after a sequence of text and on click of it we can have them navigated to a different page.

    1 vote

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  6. Option to disable QES for the whole account and all workspaces at once

    1 vote

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  7. Automations: Paid status aside from Completed and Sent statuses.

    2 votes

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    • Will allow the signer to view the next page after they sign the initial page
    1 vote

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  8. Option to use recipient groups when sending documents via bulk send

    1 vote

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  9. 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

    22 votes

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  10. Ability to send a document to each person in a signing order via link manually

    2 votes

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  11. showing changes in documents requiring approval.

    1 vote

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  12. Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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  13. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    6 votes

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  14. warning when you get down to the last 100 bulk sends available

    1 vote

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  15. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    2 votes

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  16. Customer would like PD to remember the CSV file that they previously use before in bulk send

    1 vote

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  17. Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    2 votes

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  18. Option to add smart content based on conditional rule: 'if not null'

    1 vote

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  19. download the PDF of the template with CSV added, for bulk send

    2 votes

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