Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Possibility to automatically send a form/survey to the recipient once they have completed signing a document

    2 votes

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  2. 2 votes

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  3. Edit shared via different workspaces files

    2 votes

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  4. Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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  5. 2 votes

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  6. 2 votes

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  7. redlining summary of changes

    2 votes

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  8. 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.

    2 votes

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  9. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    2 votes

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  10. 2 votes

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  11. At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    1 vote

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  12. 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.

    1 vote

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  13. 1 vote

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  14. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    1 vote

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  15. Ability to add CC recipients when a document is forwarded to the second email address.

    1 vote

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  16. in-person signing for forms

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. restrict document owner to sign before the document is sent for approval

    1 vote

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  20. We need the option for AND in conditional approvals not just OR.

    Ie. The doc value is greater than $20K AND less than $100K

    1 vote

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