Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    45 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  2. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    32 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
  3. 21 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  4. how do i enable recipients to add comments against document content fro response back?

    20 votes

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  5. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    13 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  6. Have the same approval workflow setup for multiple templates

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  7. Track Changes (inline commenting, tracks who made changes and past versions)

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  8. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    10 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  9. Approval workflow in forms

    9 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  10. Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    9 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  11. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    8 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  12. Folder organization for Forms.

    7 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  13. Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    6 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  14. 5 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  15. in-person signing for forms

    4 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  16. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    4 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  17. enhance PandaForms

    4 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  18. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    3 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  19. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    3 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  20. 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.

    3 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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