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.

    45 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  2. 21 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  3. 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.

    8 votes

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

    4 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  5. Folder organization for Forms.

    7 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  6. 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 →
  7. Ability to redline a document without leaving pandadoc.

    156 votes

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    In development  ·  10 comments  ·  Workflow  ·  Admin →
  8. The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  9. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    3 votes

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

    10 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  11. in-person signing for forms

    4 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  12. Approval workflow in forms

    8 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  13. Ability to turn on password protection for embedded forms without specific email signers assigned

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
  14. 1 vote

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    0 comments  ·  Workflow  ·  Admin →
  15. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    1 vote

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

    10 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  17. A way to add a formula to a form, simple lookup or multiplication are two examples.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  18. scheduler that i can autosend an approval document each day

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  19. Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  20. 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.

    2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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