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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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16 results found

  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.

    224 votes

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    33 comments  ·  Workflow  ·  Admin →
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  2. Ability to redline a document without leaving pandadoc.

    159 votes

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    11 comments  ·  Workflow  ·  Admin →
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  3. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    85 votes

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    Released  ·  13 comments  ·  Workflow  ·  Admin →
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  4. 53 votes

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    Released  ·  3 comments  ·  Workflow  ·  Admin →
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  5. Conditional Approvals feature Parity for EV2

    41 votes

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    2 comments  ·  Workflow  ·  Admin →
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  6. Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    31 votes

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    9 comments  ·  Workflow  ·  Admin →
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  7. ability to delegate tasks and collab on specific pieces of text or blocks within a document

    10 votes

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    Released  ·  1 comment  ·  Workflow  ·  Admin →
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  8. 7 votes

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    2 comments  ·  Workflow  ·  Admin →
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  9. redlining summary of changes

    7 votes

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    0 comments  ·  Workflow  ·  Admin →
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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re happy to let you know that the feature allowing to track suggestions

    in your PandaDoc documents is already available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation


    We are grateful for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  10. Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Workflow  ·  Admin →
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  11. BulkSend in Editor 2.0

    3 votes

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    Released  ·  0 comments  ·  Workflow  ·  Admin →
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  12. 1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
    2) Proposal & Template Design Services.

    2 votes

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    3 comments  ·  Workflow  ·  Admin →
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    Hi there,


    Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

    If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

    We’d love to work with you to optimize PandaDoc based on your specific business needs. 


    Have a wonderful day!


    Sincerely,

    Valeryia Baranava

    Product Team

  13. Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…

    2 votes

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    3 comments  ·  Workflow  ·  Admin →
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    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to disable the promotional notification on the recipient's end is already available within the system. You can refer to Settings > Workspace Settings > Scroll down to Other Settings > Uncheck "Show promotional window upon document completion" > Save: https://share.getcloudapp.com/eDulGvdv

    Many thanks for your time! Have a wonderful day!

  14. If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  15. Hi there, PandaDoc Team!

    Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

    Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

    It looks like this used to be possible:

    https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43

    But now, once you select a source, Template is required:

    https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19

    Thanks, and…

    1 vote

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    Released  ·  0 comments  ·  Workflow  ·  Admin →
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  16. Send comments in bulk

    1 vote

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    Released  ·  0 comments  ·  Workflow  ·  Admin →
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