Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to redline a document without leaving pandadoc.

    136 votes

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    In development  ·  9 comments  ·  Workflow  ·  Admin →
  2. 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.

    39 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  3. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    31 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
  4. how do i enable recipients to add comments against document content fro response back?

    20 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  5. 16 votes

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

    12 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  7. Track Changes (inline commenting, tracks who made changes and past versions)

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  8. 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

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  9. Have the same approval workflow setup for multiple templates

    8 votes

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

    7 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  11. Approval workflow in forms

    7 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  12. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    6 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  13. 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

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  14. 5 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  15. enhance PandaForms

    4 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  16. in-person signing for forms

    3 votes

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

    3 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  18. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    3 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  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."

    3 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  20. Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    3 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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