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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I have a question: If one of the signers needs to sign with his approved certificate, is it possible toload one for a signer in Pandadoc? a signer has a statury position, it means that he has a legal responsibilty. He has a certificate provided to him by an approved authorization company. So he needs to sign with this certificate and it need to be shown inside the document
    Is there a way to load a certificate per signer?

    2 votes

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  2. There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.

    1 vote

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  3. Ability to remove the document from "For approval" section if the status is approved.

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. Ability to use the API To approve or deny contracts.

    1 vote

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  8. 1 vote

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  9. Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual

    1 vote

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  13. 1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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  17. To have suggested approved changes marked-up to double-check them later

    1 vote

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  18. 1 vote

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  19. 1 vote

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

    1 vote

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