Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Highlight the changes made to a document/template in the version history

    1 vote

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  3. Ability to add smart content blocks in tables and pricing tables

    1 vote

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  4. 4 votes

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  5. Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    1 vote

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  6. 1 vote

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  7. Currently when there's an approver group on a document with multiple participants, it would be useful to have a notification sent out via email to the other approvers in that group when one of the participants approves the document, so that other approvers know that it has already been approved. Currently, the notification only is sent out to the document sender when it has been approved.

    1 vote

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  8. For accounts with multiple workspaces and larger teams, it would be convenient to be able to be able to invite users into multiple workspaces all at once, rather than needing to invite them individually.

    1 vote

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  9. Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    2 votes

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  10. Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.

    2 votes

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  11. Have Paid status be reflected within the document/invoice itself, not just the status

    1 vote

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  12. To be able to changed the status of a document that has an APPROVED status to COMPLETED even without sending it. The document just needs to be approved by the approver then change the document to completed.

    1 vote

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  13. 1 vote

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

    2 votes

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  15. 1 vote

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  16. Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. The functionality to see a variable has a value or is blank within a smart content block

    1 vote

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  20. flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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