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  1. Smart Recipient logic

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  2. Have the forms the same through mobile devices and desktops

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Brad Luhta supported this idea  · 

  3. Downloading attachments along with the document they are attached to

    161 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Brad Luhta commented  · 

    100% agree with the comments here. It is pretty silly to have to assemble documents together after the fact and really takes away from the 'time-saving' mission of this system.

    Brad Luhta supported this idea  · 

  4. Direct hyperlink to a template

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Brad Luhta shared this idea  · 

  5. Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)

    24 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Brad Luhta supported this idea  · 

  6. Approval workflow in forms

    31 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Brad Luhta commented  · 

    If I understand this request correctly then this would be huge for us. We have people who start a form workflow that do not understand the intricacies of the workflow.

    It would be nice if the workflow could route conditionally based upon a chosen parameter.

    Currently, our option is to create five unique forms for each situation, instead of one form that can route in five unique ways. It's just super inefficient for a solution.

    Brad Luhta supported this idea  · 

  7. Enable data merge on the document level

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Brad Luhta supported this idea  ·