Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  2. It would be great to be able to chose to include or leave off the signature cert. If i am having to extract the page via Adobe, it defeats the purpose of the doc being 'locked' after signature.

    1 vote

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  3. password protect document option for business plan

    4 votes

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  4. option to arrange contacts into groups/categories for bulk sending

    2 votes

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  5. As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.

    I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.

    1 vote

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  6. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    8 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  7. Variable that will type out total cost in words as well as numbers.

    1 vote

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  8. Ability signature too for applications or forms that are not in panda.

    1 vote

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  9. ability to use two different signatures for the same person (for example draw and type)

    5 votes

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  10. ability (button) to download a PDF of a Form

    9 votes

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  11. In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.

    1 vote

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  12. The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template

    6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  13. I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    2 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  14. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  15. 1 vote

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  16. Have the option to keep folder section in side panel expanded

    1 vote

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  17. Sign several documents at once.

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  18. Generate a list (CSV) of the recipients who have completed the proposal.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  19. Compatibility with external signature pads i.e. topaz signature pad

    3 votes

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  20. be able to check size of files inside PandaDoc (

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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