Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    12 votes

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    0 comments  ·  Workflow  ·  Admin →
  2. Make the next button more clear when completing fields and signing the document

    10 votes

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    1 comment  ·  Workflow  ·  Admin →
  3. 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.

    50 votes

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    Idea  ·  7 comments  ·  Workflow  ·  Admin →
  4. Signature cannot be placed until all required fields are completed

    8 votes

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    1 comment  ·  Workflow  ·  Admin →
  5. approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients

    5 votes

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    1 comment  ·  Workflow  ·  Admin →
  6. Conditional approvals could benefit from the addition of the AND statement.

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
  7. 22 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  8. Contract negotiations (native redlining) in draft mode for internal use case.

    3 votes

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

    7 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  10. 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.

    9 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  11. Customer want to sent the document later using scheduling.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
  12. Right now, the only way to make sure CC recipients also receive the document when sent is to move them above the signer in order. It's a bit of a convoluted process if you have multiple stakeholders on the recipients end that would like to be able to stay in the loop/ be able to push internally if it hasn't been signed off on. (I also wasn't super confident I was doing it correctly the first time)

    I'd love an easier/more spelled out way of doing this (like just checking a box on the cc'd individual saying you'd like them…

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  13. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    13 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  14. generate a custom report based on the answers on the forms

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  15. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  16. It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  17. Folder organization for Forms.

    7 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  18. 1 vote

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    0 comments  ·  Workflow  ·  Admin →
  19. set the signing order for multiple recipients to get the doc at the same time and then one to get it after all those people signed

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  20. When content within a document is edited to remove or edit clauses from the template send for approval.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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