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  1. Categorize Saved Messages

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Haley Esnouf shared this idea  · 

  2. Categorize / Group PandaDoc contacts

    33 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Haley Esnouf supported this idea  · 
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    Haley Esnouf commented  · 

    This is needed asap. When creating and assigning recipients to documents, I need to ensure I select the correct recipient/contact. If these are grouped by internal staff vs clients or intermediaries it would help ensure incorrect recipients are not selected .

  3. Mandatory Completion of Smart Block

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Haley Esnouf shared this idea  · 

  4. AND operator in conditional smart content

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Haley Esnouf commented  · 

    Need to be able to use operators such as "and" / "or" / "if" with smart condition conditional rules so that you can really make use of logic based content items being pulled into a document and the document is build even 'smarter'. It takes away too much of the thinking for users and enforced business rules, governance and control.

    Haley Esnouf supported this idea  · 

  5. Saved messages for Approval process: custom notification for approval

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Haley Esnouf supported this idea  · 
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    Haley Esnouf commented  · 

    This is essential for efficiency where large volumes of documents are going through workflow.