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Settings and activity

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  1. Trigger Approvals based on if a section is edited

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Jared Weiner supported this idea  · 

  2. Bulk sign: Ability to sign multiple documents at once in the inbox.

    68 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jared Weiner commented  · 

    Self-sign case - it takes 3 clicks today to fill in an initial or esignature. my client wants to be able to complete this in a 1 click process. in the pandadoc settings, the system should auto remember the selected initial or signature. the behavior he would like would be to click the field and the initial or signature pre populates like Docusign.

    Now if in the inbox, once document is completes - it is roughly a 20-30 second process to go back and load the next document. he wants the next document to appear on the screen, to help save loading time [briliant]. this customer may sign off on atleast 40-50 docs a day.

    Inbox Filter:
    Filter Documentation by: Signed or Unssigned Documents

    Add Users:
    in settings tell the customer;
    1) Seats Used
    2) Seats/licenses paid for