-
Native PandaDoc Redlining
Ability to redline a document without leaving pandadoc.
156 votes -
Signing Group
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.
45 votes -
Option to BCC recipents on documents
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
32 votes -
21 votes
-
Inline comments for recipients
how do i enable recipients to add comments against document content fro response back?
20 votes -
Notifications for all users
Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.
13 votes -
Track Changes
Track Changes (inline commenting, tracks who made changes and past versions)
11 votes -
Pre-Sign Template
Pre-Sign template option so documents can be signed by the sender on the template level and save time.
10 votes -
Approval workflow setup for multiple docs
Have the same approval workflow setup for multiple templates
10 votes -
bypass approval workflow for non-consequential edits
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.
9 votes -
Multiple Workflow options & conditional workflow
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.
8 votes -
Approval workflow in forms
Approval workflow in forms
8 votes -
Forms Folders
Folder organization for Forms.
7 votes -
[Workspaces] Sync or copy contacts from one workspace to another
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
6 votes -
5 votes
-
in-person signing for forms
in-person signing for forms
4 votes -
Approval Workflow by Manager after the recipient sign the contract
Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract
4 votes -
Forms improvements
enhance PandaForms
4 votes -
Conditional Content Approval
When content within a document is edited to remove or edit clauses from the template send for approval.
3 votes -
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
- Don't see your idea?