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Ideas to Improve PandaDoc

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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.

    197 votes

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    In development  ·  29 comments  ·  Workflow  ·  Admin →
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  2. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    96 votes

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    Idea  ·  11 comments  ·  Workflow  ·  Admin →
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  3. 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.

    93 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
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  4. 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.

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

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    Idea  ·  18 comments  ·  Workflow  ·  Admin →
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  5. Automatically send the document once it is approved.

    39 votes

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    Idea  ·  5 comments  ·  Workflow  ·  Admin →
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  6. 35 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
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  7. Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    30 votes

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    9 comments  ·  Workflow  ·  Admin →
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  8. 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…

    28 votes

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    0 comments  ·  Workflow  ·  Admin →
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  9. 25 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  10. Conditional approvals could benefit from the addition of the AND statement.

    23 votes

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    4 comments  ·  Workflow  ·  Admin →
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  11. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    20 votes

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    Idea  ·  5 comments  ·  Workflow  ·  Admin →
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  12. 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.

    20 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
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  13. Track Changes (inline commenting, tracks who made changes and past versions)

    19 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
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  14. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    17 votes

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    0 comments  ·  Workflow  ·  Admin →
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  15. if you use the gmail trick where you add +1 to the end of someones email that is an ok workaround but the signature certificate doesn't hold a proper audit trail

    17 votes

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    3 comments  ·  Workflow  ·  Admin →
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  16. 17 votes

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    1 comment  ·  Workflow  ·  Admin →
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  17. 16 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  18. 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

    16 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  19. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    14 votes

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    4 comments  ·  Workflow  ·  Admin →
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