Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 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.

    1 vote

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  3. A way to add a formula to a form, simple lookup or multiplication are two examples.

    1 vote

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  4. scheduler that i can autosend an approval document each day

    1 vote

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  5. Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  6. Validation that the address is a confirmed street address

    1 vote

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  7. Create Projects with documents and tasks assigned to users.

    1 vote

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  8. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    1 vote

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  9. I am only able to implement the approvals workflow at Template level, therefore, a document creator could simply create their own quote or proposal and send to a customer without approval.

    The other option would be to force the use of Templates but this option is also not available.

    1 vote

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  10. Automate sending out a document on a weekly basis to specific recipients like timesheets

    1 vote

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  11. 1 vote

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  12. If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    1 vote

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  13. Availability to enable/disable "warning email" under expiration settings on the sent document

    1 vote

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  14. 1 vote

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  15. ability to turn off the ReCAPTCHA on forms

    1 vote

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  16. Have the ability to mark a document as paid without having to enable to payment portal within the document

    1 vote

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  17. 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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  18. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  19. 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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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  20. Ability to add CC recipients when a document is forwarded to the second email address.

    1 vote

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