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.

    50 votes

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    Idea  ·  7 comments  ·  Workflow  ·  Admin →
  2. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    37 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
  3. 22 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  4. how do i enable recipients to add comments against document content fro response back?

    22 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  5. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    15 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  6. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    13 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  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…

    12 votes

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

    12 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  9. Have the same approval workflow setup for multiple templates

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  10. 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.

    11 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  11. Make the next button more clear when completing fields and signing the document

    10 votes

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    1 comment  ·  Workflow  ·  Admin →
  12. Approval workflow in forms

    10 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  13. 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 →
  14. Signature cannot be placed until all required fields are completed

    8 votes

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    1 comment  ·  Workflow  ·  Admin →
  15. 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

    8 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  16. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    7 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  17. Folder organization for Forms.

    7 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  18. redlining summary of changes

    7 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  19. approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients

    5 votes

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

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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