Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    1 vote

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  2. Ability to add a Template and have its approval retain as part of the Main Document

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  3. Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
    So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…

    1 vote

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  4. Change text in analytics for recipients to "not sent yet" when a document is in the approval status

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  5. 1 vote

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  6. It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

    1 vote

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  7. 1 vote

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  8. to be able to automatically assign a designated email to a role based on specific rules

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  9. I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

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  10. A section in custom roles for "trainee" that will automatically send all documents to a manager for approval

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  11. 1 vote

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  12. I want 100% of the document going out to be approved.
    I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.

    1 vote

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  13. 1 vote

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  14. send the document to recipients first before sending for approval

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  15. option for adding BBC recipients within PandaDoc

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  16. To be able to approve multiple documents that were generated via bulk send feature.

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

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

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  19. The customer would like to be able to have the first signer sign the document and then be able to approve it before it gets sent to the second signer -- to make sure all of the information was inputted correctly from the first signer.

    1 vote

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  20. allow custom roles be approvers in workflows

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