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58 results found

  1. Ability to Edit During the Document Approval Workflow Process

    70 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    lizz.sather commented  · 

    This will be a HUGE improvement to the process! Thank you for working on it. Please let us know as soon as it is live.

    lizz.sather supported this idea  · 
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    lizz.sather commented  · 

    We have been asking for this ability for 2 years. We had to create our own system to do internal approvals so that our approvers can leave comments and suggested edits on the documents so we can fix all the things before sending to our clients.

  2. Variable in Document Name/Title within the bundle

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    lizz.sather supported this idea  · 
    lizz.sather shared this idea  · 

  3. Make variables required (forbid sending the document if "required" variables are not filled in

    19 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    lizz.sather supported this idea  · 

  4. Able to use Variables in titles when sending documents via Bulk Send

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    lizz.sather supported this idea  · 

  5. Automation: Variables in Document Title

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    lizz.sather supported this idea  · 

  6. Be able to search/add recipients by contact name instead of only email

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  7. PandaDoc desktop app

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    lizz.sather supported this idea  · 

  8. Bundling Documents, not only templates

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    lizz.sather supported this idea  · 

  9. Smart Content with "OR" conditional rule, when using variables

    32 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    lizz.sather supported this idea  · 

  10. Fields move automatically with text blocks: link fields to blocks

    127 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    lizz.sather supported this idea  · 

  11. Option for deleting multiple pages in a document or template

    69 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    lizz.sather supported this idea  · 

  12. Upload CSV/Excel/XLSX as editable content in PandaDoc

    72 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    lizz.sather supported this idea  · 

  13. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    108 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you for submitting this idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    lizz.sather supported this idea  · 

  14. The option to skip an approver if needed.

    14 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    lizz.sather supported this idea  · 

  15. Approval Workflow auto-reminders

    20 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    lizz.sather supported this idea  · 

  16. Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    lizz.sather supported this idea  · 

  17. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    lizz.sather supported this idea  · 

  18. Reporting: Time a document is waiting to be approved when sent to approver

    35 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    lizz.sather supported this idea  · 

  19. Send the document automatically after approval

    82 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    lizz.sather supported this idea  · 

  20. Reporting: Document Analytics by Approver

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    lizz.sather supported this idea  · 
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