Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    2 votes

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  3. flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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  4. 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.

    123 votes

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    Idea  ·  19 comments  ·  Workflow  ·  Admin →

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  5. Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    1 vote

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    1 comment  ·  Workflow  ·  Admin →

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  6. if you use the gmail trick where you add +1 to the end of someones email that is an ok workaround but the signature certificate doesn't hold a proper audit trail

    6 votes

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    3 comments  ·  Workflow  ·  Admin →

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  7. For accounts with multiple workspaces and larger teams, it would be convenient to be able to be able to invite users into multiple workspaces all at once, rather than needing to invite them individually.

    1 vote

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  8. Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.

    2 votes

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  9. Conditional approvals could benefit from the addition of the AND statement.

    17 votes

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    3 comments  ·  Workflow  ·  Admin →

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  10. 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…

    22 votes

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  11. Auto-fill sender's signature once the document is signed by the client

    2 votes

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  12. It would be helpful for us to have customization for the "Reasons for Declining" a document. We are mostly using PandaDoc internally for approvals and the standard reasons do not apply for us, making it confusing for our approvers on which selection to make.

    3 votes

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  13. The functionality to see a variable has a value or is blank within a smart content block

    1 vote

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  14. 1 vote

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  15. Highlight the changes made to a document/template in the version history

    1 vote

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  16. Ability to add smart content blocks in tables and pricing tables

    1 vote

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  17. 1 vote

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  18. Currently when there's an approver group on a document with multiple participants, it would be useful to have a notification sent out via email to the other approvers in that group when one of the participants approves the document, so that other approvers know that it has already been approved. Currently, the notification only is sent out to the document sender when it has been approved.

    1 vote

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  19. Completed document being sent to a placeholder of a new document

    5 votes

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    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  20. Ability to automatically forward documents sent to you to any of your PandaDoc account users.

    2 votes

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