Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. The functionality to see a variable has a value or is blank within a smart content block

    1 vote

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  4. Once a document is approved, lock down ability to edit the document before sending to the client.
    Approval is to confirm finalization of the terms on the contract for the client.

    1 vote

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  5. Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    1 vote

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  6. continue approving document when there are suggestions made, keep it in suggestion mode

    1 vote

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  7. 1 vote

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  8. Be able to attach a PDF to a saved message, so that you can send it with every document.

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.

    While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.

    Thanks

    1 vote

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  12. 1 vote

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  13. Variable for "approved dated" to be effective date of the contract.

    1 vote

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  14. The ability to bulk edit the Approval Workflow for multiple templates would be extremely useful. If an approver changes roles, leaves the company, or goes on vacation, we currently need to manually edit the Approval Workflow for 20+ templates in our system individually.

    1 vote

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  15. Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual

    1 vote

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  16. Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    1 vote

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  17. Ability to send up to 20 documents in a bundle instead of the current 10 docs.

    1 vote

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  18. 1 vote

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  19. Option to make a form to be unpublished on an specific date

    1 vote

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  20. Option to assign a user to be just a document approver.

    1 vote

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