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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 41 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
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  2. I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    38 votes

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    0 comments  ·  Workflow  ·  Admin →
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  3. 26 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  4. Conditional approvals could benefit from the addition of the AND statement.

    24 votes

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    4 comments  ·  Workflow  ·  Admin →
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  5. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    22 votes

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    0 comments  ·  Workflow  ·  Admin →
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  6. 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.

    22 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
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  7. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    21 votes

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    Idea  ·  5 comments  ·  Workflow  ·  Admin →
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  8. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    20 votes

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    4 comments  ·  Workflow  ·  Admin →
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  9. 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

    20 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  10. Track Changes (inline commenting, tracks who made changes and past versions)

    20 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
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  11. 19 votes

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    1 comment  ·  Workflow  ·  Admin →
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  12. 17 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  13. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    15 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
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  14. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    13 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  15. 13 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
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  16. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    13 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  17. Highlight the changes made to a document/template in the version history

    11 votes

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    0 comments  ·  Workflow  ·  Admin →
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  18. 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.

    11 votes

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

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  20. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    11 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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