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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 6 votes

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  2. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    8 votes

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  3. Upload .xml files

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Please add a feature where we can split a table of contents into multiple columns on a page.

    2 votes

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  5. 7 votes

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  6. 3 votes

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  7. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  8. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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  11. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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    • Will allow the user to set his preferred conditions.

    i need to make a conditional field
    2 radial buttons, 1) Agree 2) Do Not Agree
    IF Button 1 (Agree) = True then Allow Signature Line, IF Button 2 (Do Not Agree) = No signature lines, unable to complete doc
    basically, an agree/not agree to the terms

    1 vote

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  12. enable/disable notifications setting via PandaDoc Mobile App

    11 votes

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    1 comment  ·  Mobile  ·  Admin →
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  13. 9 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. The functionality to restore contacts that have been deleted and undo a contact import.

    17 votes

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    2 comments  ·  Other  ·  Admin →
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  15. be able to add smart content into the document header

    8 votes

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    1 comment  ·  Other  ·  Admin →
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  16. A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.

    2 votes

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  17. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    2 votes

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  18. 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.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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