Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Workflow  ·  Admin →
  2. The customer would like the ability to add a custom product catalog field but have the option to make this a percentage. Like the tax or discount columns, she would like to be able to make this a Service Fee and make that a percentage.

    1 vote

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  3. ability to pass the document to On Hold status

    1 vote

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  4. 1 vote

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  5. enhance PandaForms

    1 vote

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  6. 1 vote

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  7. When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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    1 comment  ·  Workflow  ·  Admin →
  8. The approval process should happen internally after the form has been filled out and returned. And the approval/signatures should not be seen by the person filling out the application.

    1 vote

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  9. 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."

    1 vote

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  10. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    1 vote

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  11. Possibility to add a couple of recipients as the first/second/third one to receive a document. For example:
    1 person first
    then to 5 persons
    then to 3 persons

    1 vote

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  12. 1 vote

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  13. Enable redlining not only for the document itself, but for the attachments that goes together as well.

    1 vote

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  14. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    1 vote

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  15. the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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  16. Ability to add recipients at the time of doc sending (by editing the To: field in the send dialog box)

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  17. They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  18. Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    1 vote

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  19. 1 vote

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  20. Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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