Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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

    6 votes

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  2. Completed document being sent to a placeholder of a new document

    5 votes

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    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  3. time to approve success metric

    5 votes

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  4. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    5 votes

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  5. 5 votes

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  6. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    5 votes

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  7. Contract negotiations (native redlining) in draft mode for internal use case.

    4 votes

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  8. Validation that the address is a confirmed street address

    4 votes

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  9. 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.

    4 votes

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  10. 4 votes

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  11. Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    4 votes

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  12. flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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  13. smart content should be based on field values in addition to variables values.

    3 votes

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  14. It would be helpful for us to have customization for the "Reasons for Declining" a document. We are mostly using PandaDoc internally for approvals and the standard reasons do not apply for us, making it confusing for our approvers on which selection to make.

    3 votes

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  15. Add CLI/attachments to a document under specific circumstances

    3 votes

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  16. Identify which documents are still waiting to be signed and email it as a report automatically

    3 votes

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  17. 3 votes

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  18. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    3 votes

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  19. When content within a document is edited to remove or edit clauses from the template send for approval.

    3 votes

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  20. Automatically skip or have the option to skip the approval workflow if the approver assigned is the user who created or is sending the document.

    3 votes

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