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.

    33 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

    30 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
  3. how do i enable recipients to add comments against document content fro response back?

    19 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  4. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    11 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  5. 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 →
  6. Track Changes (inline commenting, tracks who made changes and past versions)

    9 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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