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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    84 votes

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    12 comments  ·  Workflow  ·  Admin →
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    Thanks to everyone who has shared this request with us — we're excited to release this feature. Unfortunately, we've run into some unexpected difficulties with it in the development phase, and as a result, we'll be unable to roll it out until later in 2023.
    We're very sorry for this delay. We appreciate your understanding, and we assure you the wait will be worth it.

  2. to automate a second document to be sent out once the first document was sent

    27 votes

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    On roadmap  ·  0 comments  ·  Automations  ·  Admin →
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  3. Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    206 votes

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  4. 33 votes

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  5. The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    191 votes

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