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1 vote
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Tie Approvals to Content Library Items
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 -
multiple payers can pay specified amount on one document
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 -
Forms
A way to add a formula to a form, simple lookup or multiplication are two examples.
1 vote -
scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote -
Need to improve comment visibility in signing order
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 -
street address validation
Validation that the address is a confirmed street address
1 vote -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
1 vote -
Conditional Content Approval
When content within a document is edited to remove or edit clauses from the template send for approval.
3 votes -
Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again1 vote -
Enforced Approval Workflow for all Documents
I am only able to implement the approvals workflow at Template level, therefore, a document creator could simply create their own quote or proposal and send to a customer without approval.
The other option would be to force the use of Templates but this option is also not available.
1 vote -
Automate sending out a document on a weekly basis to specific recipients
Automate sending out a document on a weekly basis to specific recipients like timesheets
1 vote -
Functionality for Optional Client Fields
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 -
1 vote
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password protection for forms
Ability to turn on password protection for embedded forms without specific email signers assigned
2 votes -
swap person in signing order
If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.
1 vote -
Expiration settings on the sent document
Availability to enable/disable "warning email" under expiration settings on the sent document
1 vote -
1 vote
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ability to turn off the ReCAPTCHA on forms
ability to turn off the ReCAPTCHA on forms
1 vote -
Manually change from Complete to Paid
Have the ability to mark a document as paid without having to enable to payment portal within the document
1 vote
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