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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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

    8 votes

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  2. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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    2 comments  ·  Workflow  ·  Admin →
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  3. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    2 votes

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  4. Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    3 votes

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  5. Approvals process and actual workflow for contract going in navigating between different parties within the same company.
    For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.

    2 votes

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  6. 2 votes

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  7. Would like to set up approvals based off of what team someone is on as well as what variables are pulled from the CRM into a document. For example, if someone from the Sales team can/should be exempt from the approval process set up because they are a manager or leadership position.

    2 votes

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  8. 5 votes

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    1 comment  ·  Workflow  ·  Admin →
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  9. Make the information entered by clients in a text field as a variables and Pass them to Zappier.

    1 vote

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  10. Include on the audit trail what exactly has changed via approval workflow

    1 vote

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  11. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    3 votes

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  12. Allow a user not part of the workspace to get notification of approval.

    1 vote

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  13. 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

    14 votes

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    3 comments  ·  Workflow  ·  Admin →
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  14. 1 vote

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  15. Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.

    1 vote

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

    5 votes

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  17. Option to use shared content library items in Smart content

    1 vote

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  18. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    2 votes

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  19. 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.

    164 votes

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    Idea  ·  25 comments  ·  Workflow  ·  Admin →
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  20. Send multiple templates to multiple recipients within one click similar to how you're able to send multiple documents within one click

    1 vote

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