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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

    4 votes

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  3. Default page size for all new documents/templates to be set on a workspace level

    5 votes

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  4. Approval workflow in forms

    30 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  5. 1 vote

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  6. Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.

    This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce

    3 votes

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  7. 2 votes

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  8. Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
    So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. use variables from other objects in salesforce by default without needing look up fields

    1 vote

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  10. Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  11. 1 vote

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    0 comments  ·  Payments  ·  Admin →
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  12. 1 vote

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  13. Subsection in the pricing table

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  17. Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    38 votes

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    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  18. Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  19. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  20. 1 vote

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