Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    123 votes

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    Idea  ·  19 comments  ·  Workflow  ·  Admin →

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  2. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    73 votes

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    Idea  ·  4 comments  ·  Workflow  ·  Admin →

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  3. 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.

    60 votes

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    Idea  ·  11 comments  ·  Workflow  ·  Admin →

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  4. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    58 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →

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    • set approvers for groups of users within PandaDoc
    • user-related not template related
    36 votes

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    Idea  ·  10 comments  ·  Workflow  ·  Admin →

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  5. send a follow-up email/document after document completion

    27 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →

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  6. Automatically send the document once it is approved.

    26 votes

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  7. I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    22 votes

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  8. 22 votes

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  9. Conditional approvals could benefit from the addition of the AND statement.

    17 votes

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    3 comments  ·  Workflow  ·  Admin →

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  10. 17 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →

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  11. Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    17 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  12. Track Changes (inline commenting, tracks who made changes and past versions)

    17 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →

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  13. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    16 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →

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  14. Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    13 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  15. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →

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  16. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    9 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  17. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    9 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  18. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    8 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →

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  19. A feature that allows senders to have customers accept terms and conditions before signing. "I want a customer to click a link that references our terms & conditions before they are able to e-sign a quote/order."

    7 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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